The enthusiasm surrounding AI has already been driving the broader market rally since 2024. The S&P 500 gained 23.3% in 2024 ...

Today's Research Daily features new research reports on 16 major stocks, including Tesla, Inc. (TSLA), UnitedHealth Group ...

UBS shared insights into the cloud segments of major tech companies ahead of their fourth-quarter earnings calls. The firm's analysis, based on conversations with over 20 customers and partners, ...

SAN FRANCISCO (Reuters) - - This week's announcement by President Donald Trump of a massive private-sector investment to build more AI data centers casts a spotlight on a relatively small and nimble ...

The US equity market is the most expensive it has ever been. After two years of blockbuster gains, most counters appear to be ...

Overall, analysts continue to remain bullish on Nvidia stock. The consensus rating is a "Strong Buy,” with a mean target price of $176.90, indicating upside potential of about 20.3%. Out of 43 ...

In addition to Trump, you can guarantee that virtually every tech company will mention AI revenue and spending. According to Jefferies analyst Brent Thill, Microsoft should report improved AI ...

As news trickled out about President Trump’s announcement of a new $500 billion Stargate joint venture focused on artificial-intelligence infrastructure, some potential beneficiaries emerged.

Oracle stock took off as President Trump announced the Stargate AI infrastructure project. Read why I maintain my buy rating for ORCL stock.

Microsoft’s (MSFT) absence from OpenAI’s Stargate announcement follows months of tension between the two companies and signals an era where the ...