Networking components supplier Lumentum has outperformed Palantir over the past year, and its upcoming earnings report could ...

Alphabet is emerging as a leader in the AI race, even among other big tech companies, and it's looking like the strongest ...

Wall Street's consensus estimate for 2026 capital expenditures (capex) spending by AI hyperscalers is currently $527 billion.

Nvidia has been the biggest beneficiary of the artificial intelligence revolution so far, but another chip stock may be about ...

It's hard to find an AI stock with a forward P/E ratio of 10 and a revenue growth rate above 50%, but memory leader Micron ...

AI stocks have been the sweet spot for the past few years. The S&P 500 returned 18% last year, with the "Magnificent Seven" ...

Its market cap is right around $5 billion, which could make the stock an appealing option for AI investors looking for the ...

The higher spending on AI chips is going to be a tailwind for TSMC stock in 2026. Its earnings are likely to grow at a faster ...

ASML is the leading semiconductor equipment company with 90% market share. TSMC manufactures the most advanced AI processors in the world and possesses competitive advantages that could last for ...

Since the beginning of the artificial intelligence (AI) revolution, Nvidia stock has gone parabolic -- rising by about 1,000% ...

Riot signed a long-term Data Center Lease and Services Agreement with AMD, its first hyperscale data center tenant. The ...

Software stocks underperformed the broader tech sector for a second straight year in 2025 as concerns about AI disruption ...