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NBIS jumped 7.73% after Palantir selected its AI-native cloud, potentially expanding enterprise reach and strengthening its neocloud position.

A handful of stocks have quietly turned ordinary investors into millionaires over the past decade, and the specific pattern behind each one suggests the compounding window is still open rather than closing.

Two of Wall Street’s premier artificial intelligence (AI) stocks are set to pay approximately $24.2 billion and $27.1 billion in dividends over the next year.

Google has found an interesting way to combat the sky-high energy costs involved in data centers—build them in an extremely cold country. The tech giant announced a 13 billion-euro ($15 billion) investment in artificial-intelligence infrastructure in Finland, in a blog post Wednesday. The company leads the way among its peers, though, committing to long-term spending of $811 billion for technical infrastructure and inventory as well as energy contracts and content licenses, Barron’s recently reported.

​📈 Follow our live markets data and coverage. Google co-founder Larry Page  reportedly told employees that he’s “willing to go bankrupt rather than lose this race.” Amazon founder Jeff Bezos called AI an “industrial bubble” that’s seeing good and bad projects get funded, just like in the dot-com boom.

Harworth Group (LON:HWG) reported continued progress across its industrial, logistics and powered-land pipeline in the first half of 2026, while residential-market weakness and construction-cost inflation contributed to a decline in net development value per share. The company said it was currently

HELSINKI, Sept 9 (Reuters) - Alphabet's Google will invest at least €13 billion ($15.1 billion) in artificial intelligence infrastructure in Finland over the next two years, it said on Wednesday,

Clients bought SPCX, NVDA, MU, INTC, and GOOGL, while net selling PLTR, MSFT, NOW, CRM, and ORCL.

Plexo Capital's Lo Toney says AI is splitting the Magnificent Seven into distinct winners, with Google positioned to gain the most.

Meta signed a 20-year deal built around one Illinois nuclear plant. The first contracted dollar is still nine months away.

Microsoft Corporation (NASDAQ:MSFT) is asking a more demanding question about AI infrastructure: how much useful output does each dollar and watt actually produce? NVIDIA Corporation (NASDAQ:NVDA) has a substantial stake in the answer. At SEMICON Taiwan, described in a September 2 Microsoft update, Azure hardware chief Rani Borkar argued that capacity expansion must be accompanied […]

The Bellevue expansion strengthens recruiting, but its small scale makes productivity--not headcount--the meaningful investor test.

Two new lawsuits deepen a problem investors cannot easily price

Generate upfront option premium while targeting an entry on a software giant at an effective discount below the current market price.

Quietly, a merchant silicon business is emerging inside the world's largest advertising platform. The company has now started delivering its custom TPU systems directly into customer data centers. This marks a fundamental expansion of the business model, moving from selling services to selling the core hardware that powers the AI transition.

In a boost for Google stock, cloud computing chief Thomas Kurian says AI chip business is more than twice the size of its closest rival.

When a corporate giant appears to trade for less than the average stock after a pullback, investors must look past headline multiples to distinguish a genuine bargain from an optical distortion.

Google Cloud expands its enterprise AI push with Accenture, betting on forward-deployed engineers to drive adoption and overcome deployment bottlenecks.

Cerebras' new CS-4 claims up to 30x faster token generation per user than GPU-based AI systems.

Oracle (ORCL) is reporting quarterly earnings results on Thursday. Bloomberg Intelligence senior technology credit analyst Robert Schiffman shares what investors should be keeping an eye on in the earnings print, especially from a debt-issuance perspective.

The chip maker and online retailer are teaming up to build data-center infrastructure, including chips and optical networking products.

Alphabet just posted blowout earnings and yet the stock has shed more than 10% from its peak, leaving investors caught between soaring Cloud growth and a balance sheet that suddenly looks very different from a year ago.

The Dow lost 500 points early into Tuesday's trading session. Here's what's driving the loss. Most components in the blue chip index were in the red, but there was one name seeing the most dramatic downturn.

The S&P 500 Index ($SPX ) (SPY ) is down -0.34% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.83%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.19%. E-mini S&P futures (ESU26 ) are down -0.41%, and September E-mini Nasdaq futures (NQU26...

SanDisk has surged more than 40% in a month on AI-driven memory demand. Can strong fundamentals and an upbeat outlook keep the rally going?

CRM's 34% monthly rally is backed by stabilizing growth, surging Agentforce ARR and a valuation below major enterprise software rivals.

AMD's revenue has nearly doubled in two years, while Marvell's has climbed 80%—but the gap between them is widening.

Oracle's stock has dropped nearly 28% over the past year, yet one investor keeps hitting the buy button on every leg lower. The reason sits inside a structural bet on cloud infrastructure that most Wall Street reflexes completely overlook.

Chevron has surged more than 42% this year and is brushing against a 52-week high, but the real question is whether the fundamentals driving that run can hold at these prices or whether the easy money is already gone.

The AI boom is becoming a power-and-real-estate story as developers race to build much larger computing campuses.