Hyperscaler AI capital spending has been raised to $750 billion in 2026, up from $670 billion, and is set to cross $1 trillion in 2027.

The AI buildout has quietly handed an unlikely group of old-school dividend payers a stranglehold on the physical ...

Shares of Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) surged as much as 11% to $219 in early Thursday trading before ...

Qualcomm's data center entry analyzed: how the Modular acquisition, HBC memory architecture, and Arm-based C1000 CPU ...

Last September, Oracle delivered incredible fiscal first-quarter earnings results and forward guidance, as investors realized the company's AI data center business had real legs. The company reported ...

The selloff is driven by broad AI-stock de-risking, but analysts point to sustained optical fiber/data-center capex and ...

The boom in AI data centers is gaining strength, and that spells upside for these key suppliers.

Morgan Stanley analyst Joseph Moore said Qualcomm’s forecast of $5 billion in AI data center revenue by fiscal 2027 positions ...

Target Hospitality (TH) is looking more and more like a completely different company. In fact, Oppenheimer recently upgraded TH stock to an "Outperform" rating from “Perform” with a price target of ...

The AI data center is in growth mode, but a new generation of data centers offers extra growth prospects for companies with specific exposure.

Rapid AI adoption continues to drive demand for data centers. While GPUs and Memory chips take much of the limelight, AI ...

The controversial Wonder Valley project is expected to be 40,000 acres, but one expert puts the likelihood of it materializing at “roughly 15%.” A Utah data center proposed by Shark Tank investor ...