Microsoft (MSFT)

This neocloud company needs to prove its business model is sustainable.

URTH's 0.24% expense ratio trails EEM's 0.72%, but EEM delivered 29.2% returns over one year versus URTH's 15.6%.

Alphabet unveiled its Gemini agent for enterprise AI, prompting a TD Cowen price target hike to $485, as GOOGL trades near $348, still within its multi-month range below its 52-week high.

Taiwan Semiconductor reports Q3 earnings on Oct. 15.

VYM offers 2.3% yield and stronger 1-year returns, while VIG targets dividend growers with tech-heavy exposure. Both charge just 0.04% in fees.

Arista Networks hit an all-time high after launching an open Ethernet rack-scale portfolio with AMD, Broadcom, Meta and Microsoft, as revenue and margins grow amid rising hyperscaler demand.

Microsoft stock trades near $530, within 5% of its 52-week high, after a strong Q4 earnings beat and analyst upgrades, with its next earnings report expected Oct. 28 to test the rally.

I got out of Cipher Digital and doubled down on Iren. Here's why.

Not all current winning AI stocks will be future winners.

Information Services Group (NASDAQ:III) said its third-quarter 2026 market data showed accelerating demand for AI infrastructure and cloud services, while growth in traditional managed services remained modest as enterprises shifted spending toward AI, software platforms and cloud capacity. The com

Both are essential to the AI chip build-out, but they carry very different risk profiles depending on where they sit in the supply chain.

Valuations are not as attractive as they were earlier this year.

Enormous spending on artificial intelligence infrastructure has driven the entire stock market higher in recent years.

Cybersecurity is rapidly becoming one of the most essential areas of investment in AI. In today’s essay, I want to show you where the winners in this new spending cycle are emerging – and I want to put something else on your radar as well.

AI stocks dropped on a report that OpenAI's projected annual revenue is roughly $20 billion lower than earlier projected.

Two tech titans are folding AI into the products billions already use, and that's exactly what makes them built to last.

Nebius and CoreWeave are growing at incredible rates.

Nvidia is currently the only company in the world valued at more than $5 trillion.

The stock market is on a collision course with an increasing number of headwinds.

Running at a loss can be a red flag. Many of these businesses face mounting challenges as competition increases and funding becomes harder to secure. Finding...

Constellation Energy just inked another nuclear power deal, underscoring how well the company is positioned to meet demand.