We disagree as this is an AI Arms Race and Alphabet is making the right moves at the right time. While this quarter was not a ...

Google expects capital expenditure to hit $75 billion this year, with the majority going to data centers, servers, and networking. That is more than Wall Street expected at $58bn, and significantly ...

Tech groups and clean power builders are partnering to co-locate data centers and power generation to reduce permitting and ...

Follow along for live updates on stocks, bonds and markets, including the Dow Jones Industrial Average, S&P 500 and Nasdaq ...

Fibre-optic cable provider Lumen Technologies reported fourth-quarter revenue above Wall Street estimates on Tuesday, driven by rising demand for data centers amid the AI boom, sending its shares up 7 ...

As we mentioned on Tuesday, the majority of companies on the S&P 500 that have reported earnings, have beaten estimates, and ...

Search remains Google's most important business. The impact of AI on the company's cash cow remains an open question.

The transformation of the power sector represents nearly half of the $150 trillion in investments that could help limit the ...

As of September 2024, AMD had $4.5 billion in cash and cash equivalents against total debt of $1.7 billion. AMD took on debt to acquire Xilinx, but Xilinx generates healthy cash flow, and now that AMD ...

Google, Alphabet, GOOG CEO Sundar Pichai calls Gemini Flash AI models more efficient than DeepSeek R1 and V3 on 4Q earnings ...

Google’s Q4 results highlight its focus on AI. Overall revenue increased 12%, and the cloud business grew 30%. Profits ...

AI stocks are on the move after hours. The primary catalyst is earnings from Alphabet (Nasdaq: GOOGL).  While Alphabet shares ...