The AI infrastructure buildout has moved from speculation to reality, and two companies are positioned to capture the lion's share of spending.

Amazon announced earnings per share of $1.95, exceeding the expected $1.57—a 25% surprise that caught Wall Street completely ...

Amazon's cloud revenue rose at the fastest clip in nearly three years, helping the company forecast quarterly sales above ...

Major tech companies, including Alphabet, Microsoft, Meta, and Amazon, are ramping up capital expenditures, focusing on AI and data centers. Alphabet's effective cash flow management impresses ...

Coherent is a diversified photonics platform vital to AI data center infrastructure, with strong revenue growth led by its ...

Big Tech’s earnings season continues in earnest after the bell on Wednesday with Google ( GOOG, GOOGL ), Meta ( META ), and ...

MSFT stock declined slightly today after the company announced it will spend even more on AI. Is the market wrong to sell?

Alphabet's cloud momentum, AI investments, and a favorable DOJ outcome set the stage for a key earnings week across the Mag 7 ...

Four of the biggest U.S. technology companies flagged plans this week to accelerate capital spending over the next year but ...

Amazon's share price skyrocketed over 10% after the online retail behemoth reported better-than-expected earnings. The surge ...

Roughly $15 trillion of market cap is set to report earnings in a span of less than 36 hours. Here's what's worth keeping an ...

Meta Platforms’ AI investments and strategic vision have caught the attention of investors. Read more on what's next on the ...