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Demand is so strong that Microsoft is planning to more than triple its computing capacity.

Snowflake (SNOW) stock has returned about 37% over the past three months, against 4.8% for the S&P 500, and trades about 8% below its 52-week high. The stock has gained more than 30% in under two months on 10 occasions since 2020, most recently in 2026, and six of those gains topped 50%. The case for another leg rests on what sits behind three straight quarters of faster growth: Snowflake's AI tools are getting customers to use more of its core data platform.

CRWV is targeting physical AI with field engineering that helps industrial teams build, validate and deploy AI across workflows.

D.A. Davidson Head of Technology Research Gil Luria joins Julie Hyman on Market Catalyst to break down why he believes Oracle (ORCL) is "by far the most attractive AI cloud."

Oracle (ORCL) made almost a quarter more operating profit in its last fiscal year. Yet when trading closed on September 10, the stock sat around 53% under the peak it reached a year before. Rising profit and a falling price point to one of two stories: trouble the results have not caught up with, or a sound company that has been repriced. The question is whether Oracle is turning into a weaker business, or has just become a cheaper stock.

Meta just put a price tag on its AI ambitions, and the number reveals something uncomfortable about how dependent the company still is on a single revenue stream that has nothing to do with subscriptions.

Microsoft has quietly shed ground over the past week even as its cloud backlog swells to a staggering size, and the tension between exploding capex and accelerating revenue growth makes September a pivotal moment for investors deciding whether to act or wait.

NBIS plans $20-$25B in 2026 capex, while more than $9B in customer prepayments could help fund its aggressive AI infrastructure expansion.

Piper Sandler Has a Bullish Message for Marvell Investors: AI Growth Could Explode

Micron (NASDAQ: MU), the world’s third-largest memory chipmaker, relies on Taiwan for roughly 60% of its global production capacity, including the high-bandwidth memory (HBM) chips powering AI servers sold to customers such as Nvidia, Google, and Microsoft. Any production disruption at its Taoyuan and Taichung facilities would ripple directly through global DRAM and HBM supply chains, making the resolution of this labor dispute a material risk for the stock.

Amazon's stock has fallen sharply even as AWS clocked its fastest growth in 18 quarters, and one Wall Street analyst now sits at a target so far above consensus it reframes the entire risk-reward picture.

Adobe (ADBE) shares fell early Friday after the software maker provided a fiscal fourth-quarter reve

CrowdStrike (CRWD) trades at $210.02, roughly double where it stood a year ago while the S&P 500 returned 19.3%, and it sits at about 91% of its 52-week high. The easy read is that the AI security trade has already happened and you are late to it. But its own recurring revenue base points at something steadier than a spike, and the price now assumes that steadiness.

Here’s what’s driving Dell stock and its price target following its 700% climb.

Microsoft plans to expand its data center network capacity to over 38 gigawatts by 2032 to resolve server shortages.

Investors have hundreds of billions ($) of reasons why to remain bullish on the AI buildout, particularly for companies like Bloom Energy (BE), which represents a big beneficiary of increased power demands.

Nvidia has its finger in every pie, and sees another year of plenty in its future, Jensen Huang says. But, he insists, its deals are not circular.

Investing.com -- Nvidia Corporation (NASDAQ:NVDA) edged higher in after-hours trading, rising 0.5%, Thursday following a Bloomberg report that Microsoft plans to more than triple its data center capacity.

Oracle's (ORCL) fiscal first-quarter results surpassed Wall Street's estimates as cloud infrastructu

People Inc. (PPLI) CEO Neil Vogel joins Yahoo Finance Executive Editor Brian Sozzi to discuss the publisher's rebranding strategy, evolving media business, and the challenges AI poses to its content and audience.

Tech stocks were lower late Thursday afternoon, with the State Street Technology Select Sector SPDR

Both companies are winning in the AI chip race, but they are doing it with very different business models and profit profiles.

Both companies are winning in AI chips, but one of them is winning by a margin that is getting harder to close.

Contractually enforceable restrictions may become a template for selling AI into politically sensitive institutions.

Goldman sees lasting AI growth but a rougher road ahead

Wall Street has long feared that new AI shopping agents are coming for Shopify But those worries could be overblown, says one analyst. Shares of Shopify have fallen 14% this month, according to Dow Jones Market Data. Smilek acknowledged that consumer AI agents like SpaceX’s Grok Bot and Meta’s Muse—which launched earlier this week—have weighed on Wall Street’s confidence in Shopify.

C3.ai burns cash and carries a $1.8 billion accumulated deficit, while Atlassian generates $1.3 billion in free cash flow despite higher valuation multiples.

Amazon.com (AMZN) plans to spend roughly $220 billion of cash on capital in 2026, against $775.7 billion of revenue over the trailing twelve months. The sheer size of that bill introduces notable capital allocation and cash flow pressures that investors must weigh. The rest is who sets the number, and how long the money has to stay out before any of it comes back.

Google just signed a nuclear power contract stretching to 2049, turning electricity from a volatile expense into a fixed cost across two decades of AI growth. Whether that move reshapes Alphabet's competitive position or arrives too late to matter is the real question.

International Business Machines (IBM) has given back 12.9% over the past three months and sits at $239.94, about 73% of its 52-week high. Management sees no evidence of clients moving off the mainframe. What has changed is that a key slice of IBM’s transactional software revenue rides on a purchase those clients have learned they can postpone.