Nvidia stands to benefit from increased hyperscaler capital expenditures. The company's order book depends heavily on data center spending. Rubin could help Nvidia expand the use cases for its ...

Alphabet’s AI-powered search experiences are driving increased user engagement and opening new monetization opportunities. Google Cloud’s growth trajectory in 2026 depends heavily on the pace of ...

Microsoft surpassed $4 trillion in market capitalization last October. At the time of this writing, it has fallen below $3 trillion. Alphabet and Apple were both over $4 trillion in early February but ...

Baird's Colin Sebastian is feeling good about the Google Cloud roadmap after a massive revenue acceleration to 48% growth in the fourth quarter from about 34% growth in the third quarter. The ...

The company has a market capitalization of $1.9 trillion as I write this, so investors who buy TSMC right now could generate returns of 58% if it secures its membership in the $3 trillion club. Image ...

There are currently 12 companies that are worth $1 trillion or more, but only three are members of the prestigious $3 trillion club (as of this writing): Nvidia at $4.4 trillion, Apple at $3.7 ...

The need for high-performance semiconductors has surged in recent years. Taiwan Semiconductor dominates the market for advanced chips, and its customers are among the biggest names in tech. Despite ...

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Amazon is a rare triple-threat, with two industry-leading businesses and a third that's a strong contender. Investors are underestimating this tech dynamo, which is spending heavily to drive future ...