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 ...

Today's Research Daily features new research reports on 16 major stocks, including Tesla, Inc. (TSLA), UnitedHealth Group ...

As news trickled out about President Trump's announcement of a new $500 billion Stargate joint venture focused on artificial-intelligence infrastructure, some potential beneficiaries emerged.

Stocks closed solidly higher on Thursday for the fourth straight session as investor optimism about the Trump administration continues to run high.

International Business Machines Corporation IBM is scheduled to report fourth-quarter 2024 earnings on Jan. 29. The Zacks Consensus Estimate for sales and earnings is pegged at $17.6 billion and $3.74 ...

Oracle Corp. has charged out of the gate in 2025, after its best year in a quarter-century. A plan unveiled with President ...

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.

Piper Sandler says Arista Networks (ANET) will likely be the most discussed “winner” of Stargate within the firm’s coverage given the exposure ...

Microsoft’s (MSFT) absence from OpenAI’s Stargate announcement follows months of tension between the two companies and signals an era where the ...

The enthusiasm surrounding AI has already been driving the broader market rally since 2024. The S&P 500 gained 23.3% in 2024 after climbing 24.2% in 2023. The index jumped 53% in the last two years, ...

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 ...