NVIDIA and Broadcom both rode the same AI spending wave this quarter and landed in completely different places. Which company's model actually captures more of the buildout depends on what kind of ...

Hyperscalers are spending big, while AI infrastructure players have been reaping the benefits.

Hyperscalers are pouring hundreds of billions into AI infrastructure with no signs of slowing, but one quiet threat has ...

Brandon Nelson of Calamos Investments says he's not among the "doomers" who see the end of the market's AI infrastructure ...

Applied Digital (NasdaqGS:APLD) has signed a 15 year hyperscaler contract tied to a large AI focused IT load. The agreement positions the company as a key landlord for dedicated AI data center ...

July 27 - Applied Digital beat Wall Street estimates for fourth-quarter revenue on Monday, riding on robust demand for its data centers from an expanding roster of AI clients. Shares of the company, ...

AI infrastructure spending reached $89.7B in the first quarter of 2026, and Arm -based rack-scale GPU servers overtook x86 as ...

"Capex trends are going to be the number one focus," Club portfolio director Jeff Marks said Friday ahead of next week's Big ...

Celestica crushed expectations with its Connectivity & Cloud Solutions segment revenue surging 84% on hyperscaler AI infrastructure demand, prompting management to raise full-year revenue guidance ...

Capex is the main event for tech investors heading into major earnings reports. Gene Munster says the 2027 outlook is ...

CNBC’s MacKenzie Sigalos reports on how ballooning infrastructure commitments and pressure on hyperscaler cash flow are ...

Forbes contributors publish independent expert analyses and insights. Analyzing tech stocks through the prism of cultural change. This voice experience is generated by AI. Learn more. This voice ...