Laura Bratton

Supermicro (SMCI) is set to report quarterly financial results for the first quarter of its 2026 fiscal year after the bell on Tuesday, and Wall Street analysts are hopeful about the AI server maker’s prospects after a turbulent year. The company is expected to report revenue of $6.09 billion for the period, up from $5.94 billion during the first q...

Alphabet, Amazon, and Meta raised their capital expenditure forecasts in the tech giants' most recent earnings reports.

Alphabet reported its third quarter earnings on Wednesday.

Any pullback in AI spending from Big Tech companies in the most recent quarter could add to fears of a stock market bubble.

US stocks rose as Wall Street digested a CPI report showing cooler-than-expected inflation.

Oracle stock reversed Thursday's gains as investors weighted its aggressive revenue and gross margin forecasts.

The companies at the center of the artificial intelligence boom are increasingly investing billions of dollars in each other — and analysts say that the increasing entanglement is adding to risk of an AI bubble.

Nvidia said the US government has not solidified a recent requirement that the AI chipmaker share 15% of the revenue from sales of its H20 chips to China.

With the rapid advancement of AI, Big Tech has expanded data centers at a torrid pace with seemingly nothing to stop them. But, against the odds, local opponents are starting to make some headway — either by getting concessions from companies or slowing them down.

TeraWulf stock jumped after Google upped its stake in the bitcoin miner and AI data center operator to 14%.