Sheer size and complexity (not to mention competition) are finally starting to eat away at the e-commerce titan's unfettered ...

An industry-leading position and strong secular tailwinds should help drive this artificial intelligence (AI) pioneer higher.

Lumentum Holdings (LITE) is a strong buy after impressive 2Q25 earnings, rising cloud demand, and AI-driven growth in optical ...

Digital Realty, along with competitor Equinix, is one of the largest providers of third-party data center space in the world. Its 300-plus data centers span 50 cities worldwide and have attracted over ...

Nvidia (NVDA) stock faced a market cap loss of close to $600 billion on a single day last month due to fears triggered by ...

Digital Realty Trust forecast annual revenue below Wall Street estimates on Thursday, expecting cautious spending by clients on data center services amid economic uncertainty.

U.S. electric utilities are adding tens of billions of dollars to spending plans to build new power supplies and bolster the ...

The charms of IBM, EDP Renovaveis, Pfizer, Baker Hughes, Barclays, and others.

In Q4 2024, AMD reported record revenue of $7.7 billion, marking a 24% increase year-over-year. The gross margin improved to ...

Demand for transformers, a key component in the electric, has exploded as infrastructure ages and power demand rises.

Equinix had a record quarter inside of a record year as it celebrated its best ever frame for bookings against a “very hot” ...

Advanced Micro Devices Inc.’s (NASDAQ: AMD) data center revenue came in weaker than expected, raising concerns about potential AI demand slowdowns. Investors are watching for any signs that Nvidia ...