Dell (DELL) upgraded to Buy as AI infrastructure and inference drive growth. Valuation remains attractive with FWD P/S below ...

The traditional software playbook promised that more users meant better margins. Generative AI breaks that rule entirely; ...

Google Cloud Next 2026 unveiled split TPU 8t and 8i chips, an Agentic Data Cloud and a $185 billion capex bet that the ...

The so-called "Great Rotation" out of tech and artificial intelligence (AI) stocks appears to have been short-lived. Given ...

When it comes to AI, Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) is, quite frankly, the whole package. It has the hardware, the ...

Alphabet is enjoying strong demand for the AI processors it designed in-house.

Google has announced its eighth-generation TPUs, introducing TPU 8t for training and TPU 8i for inference, designed to ...

As workloads continue migrating towards inference and agentic AI, CPU-GPU ratios could converge to 1:1 or even tilt further ...

Quantum Computing Inc. (NASDAQ:QUBT) makes photonics-based equipment for both commercial and government clients. It ...

DeepSeek launches V4 AI model with Huawei chip support, offering lower costs and intensifying global AI competition.

DeepSeek V4 launches with 1.6T parameters, 1M token context, and Huawei Ascend support — at $1.74/1M tokens, it's the ...

D carrier rocket carrying a space computing satellite constellation blasts off from the Jiuquan Satellite Launch Center in ...