Google, which is raising a fresh $85 billion, has a strategy for getting around the biggest bottleneck.

Infrastructure and political issues slowing AI data center growth and expanded production of solid-state memory and storage ...

The foundry giant's growth has become increasingly tied to a small group of hyperscalers spending heavily on artificial intelligence.

Alphabet doesn't usually raise equity. Over the trailing 12 months ended March 31, the company generated about $174 billion in operating cash flow, and it closed the first quarter with roughly $127 ...

Live from San Francisco, we compiled all the biggest news from Microsoft's annual developer conference. This is how Microsoft sees the future of AI computing.

Dan Niles says Intel remains undervalued, even after surge in its stock Investor Dan Niles says the AI buildout still has room to run, yet he's also wary about the stock market. The riveting gains for ...

We’re really going into what we believe is the early chapters of an investment supercycle in the US for electricity growth,” Scott Strazik, CEO of GE Vernova, told Barron’s during an interview at the ...

The credit markets begin 2026 on solid ground, buoyed by resilient corporate fundamentals, elevated yields and relatively low default rates. AI’s golden age has yet to arrive, but the expansion phase ...

Silver is perking up, copper just hit a record, and gold is sitting out the move. The metals market is drawing a line between safe-haven demand and hard-infrastructure demand — and right now the AI ...

Verition has grown into a $14 billion hedge fund while trying to avoid the pitfalls that have tripped up rivals.

Today’s titans of technology have embarked on an artificial intelligence build-out that could eclipse the railroad expansion of the 1850s in relative scale, according to a new report from CBRE. Big ...