Today's Research Daily features new research reports on 16 major stocks, including Tesla, Inc. (TSLA), UnitedHealth Group ...
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 ...
The rapid advancements in the artificial intelligence niche have transformed it into one of the most attractive sectors at ...
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 ...
When a renowned investor sells a substantial stake in a high-flying stock, it often raises eyebrows. Is it a signal to take ...
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, ...
Apple Inc. and Oracle Corp. have reacted differently to President Donald Trump's pledge that the US government won't enforce a national security law that raised potential penalties for US partners of ...
The US equity market is the most expensive it has ever been. After two years of blockbuster gains, most counters appear to be ...
Oracle stock took off as President Trump announced the Stargate AI infrastructure project. Read why I maintain my buy rating for ORCL stock.
Microsoft CEO Satya Nadella reaffirmed Microsoft's $80 billion annual AI investment in response to Elon Musk's skepticism about Project Stargate's $100 billion funding potential, emphasizing the ...
Oracle shares have performed like some of the tech giants that have driven the market’s gains for the past two years ...
Shares of Nvidia (NASDAQ: NVDA) and Vistra (NYSE: VST) have surged 860% and 700%, respectively, since the beginning of 2023.