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One of these numbers could double in November -- on paper.

AI's infrastructure race may eventually extend far beyond Earth

International Business Machines (IBM) stock fell 12% over the past twelve months, while the S&P 500 gained 16.5%. The easy read is that the bad news is already in the price. By management's account, its second quarter of 2026 fell short of expectations mostly because tens of large deals slipped, after clients moved budgets toward servers, storage and memory. So how much could IBM still make you over three years, and what has to go right.

Google will be the first big tech company to put an experimental satellite in orbit to answer AI queries.

Investing.com -- Chris Malone, OpenAI's former head of data centers, joined Nvidia as vice president of the company's DSX Platform this month, according to his LinkedIn profile. The DSX division helps customers design and build AI data centers according to Nvidia's specifications.

In this episode of Market Hang, Turney Duff and his panel of experts weigh in on Meta's (META) Muse AI agent, how the bond market's recent moves could threaten the AI boom, job interview etiquette, and much more.Today's panel includes The Wall Street Skinny co-founders Kristen Kelly and Jen Saarbach, Business Insider Today executive editor Dan DeFrancesco, and "The Future of Wealth" author Armando Pantoja.

Gemini creates a new premium-client lane beside Dell's much larger AI-server business.

ADBE shares jump 24.4% in three months as AI monetization, user growth and a raised fiscal 2026 outlook boost operating momentum.

Alphabet just crossed below its 50-day moving average. That kind of bearish action calls for this particular options play.

Still healing from sticker shock after Apple's latest launch? You may want to look away. A variation on the force driving up even the price of year-old iPhones — to say nothing of $3,000-plus models — is chomping away at budget phones. While high-end iPhones run atop bestseller lists, they're still outnumbered by a vast array of alternatives — from...

Palantir Technologies (PLTR) stock has climbed 10.0% over the last five trading days, while the S&P 500 rose 2.0%. A run like that invites you to chase it. But one week is not the question. The question is what Palantir does to your money when the market moves, because it travels further than the index both ways and further still on the way down.

Fervo Energy stock rises after the company’s geothermal development delivers power to the gid for the first time.

Meta just shattered Wall Street's consensus price target on the back of a 37% monthly surge, but with free cash flow collapsing 91% and capex ballooning toward $145 billion, the real debate is whether the AI spending spree pays off before it breaks the stock.

Data centers are quietly reshaping which utility stocks deserve a spot in an income portfolio, and four regulated electric companies just locked in contracts that could rewrite their dividend growth stories for the next decade.

Google’s test launch with SpaceX will evaluate how its Tensor Processing Unit chips perform in space.

The home improvement retailer says orders of roughly 2.5 pounds can reach eligible customers near a Charlotte-area store in as fast as 20 minutes

Wall Street has already written Apple off as a stock with nowhere left to go, but a fresh look at the numbers tells a very different story about where shares could head over the next 12 months.

Arm's IP now sits inside the AI hardware powering every major hyperscaler, yet the market may still be treating it like a chip company from the smartphone era. Here is why that disconnect creates one of the more compelling setups in semiconductors right now.

If you own Alphabet (GOOGL) or Meta Platforms (META), you own the same idea: AI makes an advertising machine earn more, and both companies are spending heavily on computing capacity. The fork is where the money comes back from. Alphabet already has outside customers under contract through Google Cloud. Alphabet already sells directly to enterprise customers under contract through Google Cloud, whereas Meta is in the earlier stages of commercializing enterprise access to its AI models.

ARK Invest just rotated out of the world's most valuable company to load up on a loss-making space startup trading at 58 times sales. The reasoning reveals something important about how ARK thinks the next decade of infrastructure gets built.

The famed short seller says the companies leading the AI boom are amassing trillions in financial commitments that aren’t reflected in their balance sheets.

Microsoft's next phase of growth may depend less on new customers than on serving the ones it has. The stock has run hard, returning 37% over three months against 5.0% for the S&P 500. At a market value of about $3.7 trillion, any new business must be large to move the shares. Will new data center capacity arrive fast enough to serve the demand Microsoft (MSFT) has already won.

Nobody's spending on data centers like the U.S., propelled by the belief that AI is an existential, winner-takes-all sprint. But America's contentious, trillion-dollar artificial intelligence infrastructure push relies on components and materials from its no. 1 rival: China. When it comes to rare-earths coatings for chip gear and gas turbines, or optical transceivers that link servers, or a long list...

Meta has surged 33% in a month while analysts debate whether its cash flow turns negative for the next two years. Before you hold, hear the case for rotating into a rival trading at a steep discount with cleaner AI revenue already on the books.

Google DeepMind says Gemini 4 has entered post-training as Alphabet pushes to keep pace in the fast-moving AI model race.

This software stock has the engine of a genuine turnaround, but after a recent pullback, investors must decide if the ticket price already accounts for the entire trip.

Azure just crossed a milestone that resets how analysts should value Microsoft, yet the stock sits below where it traded a year ago. The reason behind that disconnect points to an opportunity most investors are overlooking.

Google DeepMind has transitioned its next-generation model, Gemini 4, into the early post-training phase. Koray Kavukcuoglu, elevated to Senior Vice President of Google DeepMind on August 12, 2026, confirmed the milestone during his first public appearance at The Information AI Agenda Live Summit on September 23-24, 2026. This marks a critical pivot for a company […]

Nvidia's decade-long transformation from gaming chip maker to AI infrastructure backbone rewrote the rules of semiconductor investing, but the real question is whether the next $1,000 faces the same odds as the last one.

AI leadership is increasingly becoming a key growth engine across Alphabet Inc. (NASDAQ:GOOGL)’s core businesses. Tigress Financial analyst Ivan Feinseth echoed this sentiment on September 17, citing strong Search momentum, rising Cloud growth, and margin expansion in second-quarter results. Consequently, the analyst has reiterated a Buy rating on the stock and hiked the price target […]