
Data center construction and AI backlash collide: How new state "moratoriums" actually work as governors vie for reelection.
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Data center construction and AI backlash collide: How new state "moratoriums" actually work as governors vie for reelection.
Both retailers are moving closer to the final sale
Receiving a settlement payment can be a great opportunity to set yourself up for financial success. Here are 5 ways to put that money to good use.
The deal stretches AI demand visibility years into future

Several closely watched corporations far surpassed their earnings forecasts this summer, and some have billions of dollars in Trump tariff refunds to thank for padding their results. Where's your refund? Studies show consumers indirectly ate much of the cost through rising prices, but these refunds instead flow to the companies that directly paid the Trump administration's import taxes, regardless of...

Nvidia shares are rallying on the back of another incredible quarterly earnings report.

When it comes to a capital spending bubble, the trick isn’t dancing when the music is playing, but knowing when it’s time to sit down. The scale of AI capital expenditures has been astounding. Since the start of 2024, roughly $500 billion has been spent on chips, $350 billion on power infrastructure, $200 billion on construction, and $100 billion on networking.
AWS is turning one million planned Nvidia processors into a fleet expansion exceeding three million.

By Raphael Satter WASHINGTON, Aug 27 (Reuters) - Major tech companies including OpenAI, Anthropic, Microsoft, Alphabet, and Amazon are calling for a society-wide defensive surge to defeat what they

Mike Ashley has attacked Andy Burnham’s plans to save the British high street as “disastrous” and “delusional”.

Mike Ashley has attacked Andy Burnham’s plans to save the British high street as “disastrous” and “delusional”.

Nvidia stock was surging following an earnings report that is making Wall Street rethink its assumptions about the chip maker's growth.

Nvidia stock was surging alongside Salesforce and CrowdStrike. They all delivered impressive earnings in a reminder of the power of incumbents.

Nvidia reported blowout fiscal Q2 results, but under the surface was the budding growth it's having with a major partner: SpaceX.

There were several common purchases among hedge funds in Q2.
AWS is still leaning heavily on Nvidia.

The customers, the contracts, and the expansion rate behind Palantir's run were all on the record before the price moved, and the options market had stopped bracing for a big move.

Nvidia stock was surging following an earnings report that is making Wall Street rethink its assumptions about the chip maker's growth.

Citizens’ analyst Andrew Boone recently reiterated a Market Outperform rating on Amazon.com, Inc. (NASDAQ:AMZN) with a $315 price target. The firm noted that Amazon trades at 23.8x 2027E GAAP EPS and 10.9x 2027E EBITDA. However, it believes that the stock deserves to trade at a higher valuation. Why Amazon Deserves a Higher Valuation Citizens believes that […]

Look at the largest holdings of some of the most popular value funds and you might be surprised. The average fund in Morningstar’s Large Value category now has 18% of its portfolio in tech stocks that look expensive by classic valuation metrics. Benjamin Graham and David Dodd, the authors of the famous tome Security Analysis, believed investors should buy stocks trading below book value, an asset-based measure of a company’s net worth on its balance sheet.
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