President Donald Trump unveiled a big-ticket private-sector collaboration called Stargate. The project will bring together ...
The enthusiasm surrounding AI has already been driving the broader market rally since 2024. The S&P 500 gained 23.3% in 2024 ...
Today's Research Daily features new research reports on 16 major stocks, including Tesla, Inc. (TSLA), UnitedHealth Group ...
UBS shared insights into the cloud segments of major tech companies ahead of their fourth-quarter earnings calls. The firm's analysis, based on conversations with over 20 customers and partners, ...
SAN FRANCISCO (Reuters) - - This week's announcement by President Donald Trump of a massive private-sector investment to build more AI data centers casts a spotlight on a relatively small and nimble ...
The US equity market is the most expensive it has ever been. After two years of blockbuster gains, most counters appear to be ...
In addition to Trump, you can guarantee that virtually every tech company will mention AI revenue and spending. According to Jefferies analyst Brent Thill, Microsoft should report improved AI ...