Microsoft (MSFT)

There are massive opportunities in companies supplying AI infrastructure.

The first-mover advantage for pure-play stocks IonQ, Rigetti Computing, D-Wave Quantum, and Quantum Computing Inc. may be short-lived.

The AI cloud company said its stock will get included in the MSCI USA index, effective Feb. 27.

Nvidia stock has had an impressive run, but uncertainty abounds. Is the stock a buy?

As hyperscalers ramp up capital spending, Bloom Energy stands to benefit from the surge in data-center power demand.

Both companies will benefit from increased digitization in the world.

Microsoft AI CEO Mustafa Suleyman forecasted that within the next two years desk-bound tasks will be swallowed by AI. Meanwhile, Anthropic is warning that their latest Claude models could be used for

Diversification is good, but investors should concentrate on the best alternatives in various sectors.

On February 11, 2026, Meta Platforms Inc. (NASDAQ: META) officially broke ground on a sprawling $10 billion data center campus in Lebanon, Indiana, marking a monumental shift in the company’s infrastructure strategy. The 1-gigawatt (1GW) facility, situated within the state’s burgeoning LEAP Research and Innovation District, is designed

In a dramatic shift for the networking giant, Cisco Systems (NASDAQ: CSCO) saw its stock price crater by 11.6% on February 12, 2026, marking one of its steepest single-day declines in years. The sell-off followed an earnings report that, on the surface, appeared robust, with the company beating both

Hyperspending is going to benefit companies that service hyperscalers.

In a decisive move that has sent ripples through the semiconductor sector, Micron Technology (NASDAQ: MU) shares rocketed nearly 10% on Wednesday, closing at a record $410.34. The surge was fueled by an announcement that the Idaho-based memory giant has officially entered volume production for its next-generation HBM4 (High

Business development company Sixth Street Specialty Lending (NYSE:TSLX) reported Q4 CY2025 results topping the market’s revenue expectations, but sales fell by 12.5% year on year to $108.2 million. Its non-GAAP profit of $0.30 per share was 40.4% below analysts’ consensus estimates.

As the artificial intelligence arms race accelerates, the physical limitations of the power grid have become the primary bottleneck for tech giants. In a bold move to bypass these constraints, Microsoft (NASDAQ: MSFT) has begun pilot testing High-Temperature Superconductor (HTS) power lines for its next-generation data centers. This "lossless" technology,

Online accommodations platform Airbnb (NASDAQ:ABNB) announced better-than-expected revenue in Q4 CY2025, with sales up 12% year on year to $2.78 billion. Guidance for next quarter’s revenue was optimistic at $2.61 billion at the midpoint, 3% above analysts’ estimates. Its GAAP profit of $0.56 per share was 15.6% below analysts’ consensus estimates.

The infrastructure of artificial intelligence reached a fever pitch today as shares of Vertiv Holdings Co. (NYSE: VRT) surged 23%, hitting a record high of $248.51. The market’s explosive reaction followed a Q4 2025 earnings report that blew past even the most bullish Wall Street projections, signaling that

The Invesco QQQ is one of the most popular ETFs on the market. But is it the best growth-oriented ETF?

In a move that signals the definitive end of the "asset-light" era for Big Tech, Alphabet Inc. (Nasdaq: GOOGL) has tapped the debt markets for a staggering $20 billion. The centerpiece of this massive capital raise is a rare 100-year "century bond," a financial instrument not seen from a major

Streaming TV platform Roku (NASDAQ: ROKU) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 16.1% year on year to $1.39 billion. Guidance for next quarter’s revenue was optimistic at $1.2 billion at the midpoint, 3% above analysts’ estimates. Its GAAP profit of $0.53 per share was 88.8% above analysts’ consensus estimates.

Nvidia and Broadcom are the primary beneficiaries of some major spending just announced.

Local business platform Yelp (NYSE:YELP) met Wall Street’s revenue expectations in Q4 CY2025, but sales were flat year on year at $360 million. On the other hand, the company’s full-year revenue guidance of $1.47 billion at the midpoint came in 2.8% below analysts’ estimates. Its GAAP profit of $0.61 per share was 13.9% above analysts’ consensus estimates.

Restaurant technology platform Toast (NYSE:TOST) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 22% year on year to $1.63 billion. Its GAAP profit of $0.16 per share was 33.1% above analysts’ consensus estimates.

Climate investment firm HA Sustainable Infrastructure Capital (NYSE:HASI) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 3.4% year on year to $114.8 million. Its non-GAAP profit of $0.67 per share was 1.6% above analysts’ consensus estimates.

Online travel agency Expedia (NASDAQ:EXPE) announced better-than-expected revenue in Q4 CY2025, with sales up 11.4% year on year to $3.55 billion. On top of that, next quarter’s revenue guidance ($3.35 billion at the midpoint) was surprisingly good and 3.7% above what analysts were expecting. Its non-GAAP profit of $3.78 per share was 12.2% above analysts’ consensus estimates.

Social commerce platform Pinterest (NYSE: PINS) missed Wall Street’s revenue expectations in Q4 CY2025, but sales rose 14.3% year on year to $1.32 billion. Next quarter’s revenue guidance of $961 million underwhelmed, coming in 2.1% below analysts’ estimates. Its non-GAAP profit of $0.67 per share was in line with analysts’ consensus estimates.