Alphabet is doubling its capex spend to $175 billion-$185 billion this year.

Goldman Sachs reiterates Nvidia as buy Goldman says it's sticking with Nvidia ahead of earnings in late February. "We expect ...

Google parent Alphabet beats analysts’ expectations for quarterly earnings and revenue but its capital spending forecasts ...

NextEra's regulated utility subsidiary, Florida Power & Light Company (FPL), also continues to grow steadily. As part of ...

Nvidia’s relative strength followed Alphabet’s announcement of sharply higher capital expenditure guidance, which underscored sustained demand for AI-related infrastructure.

B in 2026 capex to boost AI—see which chip and hardware stocks (Broadcom, Nvidia, AMD, Celestica, Lumentum) could benefit.

OpenAI alone wants to spend $1.4 trillion on AI infrastructure, which means there's a lot of money on the table for these ...

Google plans to spend up to $185 billion this year, and analysts say its data-center suppliers stand to benefit.

While reiterating our 1 rating on Amazon, we had no choice but to lower our price target on the selloff over management's ...

Dow, S&P 500, and Nasdaq futures are falling in premarket trading as the stock market contends with ongoing fears about AI.

US stock futures hold steady as Alphabet’s AI spending plans, Qualcomm’s weak outlook, and crypto losses drive market caution and sector rotation.

Alphabet is taking on OpenAI with a gusto that underscores Wall Street’s perception that the Google parent is the leader in ...