RBC initiated Nvidia with a $240 target, citing $500B+ backlog and surging enterprise demand. Barclays upgraded Dell to overweight on AI server order strength and expanding enterprise opportunities.

Quantum computing is on course to take several steps forward this year. Quantum computing is a cutting-edge technology that has yet to be proven out, but numerous companies are working on producing ...

Federal energy leaders are trying to flip the script on a fast‑spreading narrative that artificial intelligence data centers are destabilizing the power system and driving up household bills. Instead ...

Microsoft is partnering with Miso, a grid operator in the Midwest, to build a unified data platform for grid management using artificial-intelligence. Miso said Tuesday that it would use Microsoft ...

AI tech firms like Microsoft and Alphabet are deeply integrating AI across their products. AI companies' spending on data centers and chips is driving high capex rates. Investors should monitor AI ...