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Erock Inc. (NYSE:EROC) jumped by 22.84 percent on Wednesday to finish at $13.82 apiece amid the long-term growth prospects from its recent deal with Anthropic that boosted its backlog to close to $2 billion. In an updated report on the same day, the onsite power solutions provider said that it bagged a 470-MW equipment order […]

Shares in on-site power provider ERock soared nearly 23% on Wednesday after the company said that Anthropic had placed a big order. ERock, which sells natural-gas power systems to data centers and others that need on-site power or backup generation, said Anthropic was ordering 470 megawatts of equipment. ERock also said it had started construction on a 366-megawatt generation facility for El Paso Electric, which will support a Meta Platforms data-center campus.

Google Cloud's growth rate stayed in the same band in the quarters before the run, but the margin underneath it was doubling in plain sight.

Most investors obsess over picking the AI chip winner, but one company sits at a tollbooth every hyperscaler must pass through regardless of which architecture dominates, and that changes the retirement math completely.

Hyperscalers' $720B-$745B AI Capex plans are likely to fuel demand for Micron, FormFactor, Texas Instruments and NVIDIA across the chip supply chain.

Broadcom controls two chokepoints inside every major AI cluster, and hyperscalers have already signed the contracts to prove it. The question is whether that grip justifies buying the stock today or waiting for a setup with more margin for error.

AMD and Nvidia are the market leaders for designing artificial intelligence (AI) GPUs.

Nvidia, AMD, and Micron are three stocks to buy as AI infrastructure spending continues to surge.

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Microsoft's dividend yield is the highest among the Magnificent 7 companies. Reasonable valuations and strong momentum in AI monetization make MSFT stock a buy despite the sharp rally from its 2026 lows.

CoreWeave beat second-quarter top- and bottom-line expectations as soaring artificial intelligence computing demand pushed quarterly revenue up 112% to $2.58 billion and prompted the company to raise its full-year guidance.

We examine the investment opportunity in cybersecurity stocks and highlight three ETFs.

Yahoo Finance Tech Editor Dan Howley breaks down CoreWeave (CRWV) Q2 results.

AI cloud company CoreWeave edged past Wall Street estimates for quarterly ‌revenue on Tuesday, driven by strong ‌demand for its computing services that power AI systems. So-called neoclouds such as CoreWeave ‌and peer Nebius, ⁠which offer hardware and cloud capacity to other technology companies, have seen ⁠demand skyrocket as a result of relentless enterprise spending on AI. CoreWeave, whose close ties with ​Nvidia have ​made it a key ​supplier of Nvidia's ‌AI chips, has attracted several high-profile customers so far this year.

Jabil Inc (NYSE:JBL) shares gained about 5% on Tuesday afternoon after UBS upgraded the stock to 'Buy' and raised its estimates, citing a multiyear growth cycle driven by artificial intelligence investment, healthcare demand and expanding automation and robotics markets. UBS set a $430 price...

Muse Glimmer brings autonomous AI tasks onto consumer hardware, potentially reducing dependence on costly cloud infrastructure.

UBS sees Jabil’s AI revenue jumping 50% by fiscal 2027 as spending from Amazon, Meta and Google fuels demand for its data-center infrastructure.

Jabil could see AI-related revenue grow 50% to more than $20 billion in fiscal 2027, according to UBS.

Investing.com -- UBS upgraded Jabil to Buy from Neutral, citing stronger AI-driven demand and a more diversified business mix. The bank kept its $430 price target, implying about 28% upside, while raising its fiscal 2027 and 2028 EPS estimates to $16.78 and $20.24 from $15.89 and $18.34, respectively.

UBS analysts raised estimates, citing the contract manufacturer's "multiyear growth cycle."

Every hyperscaler on the planet just committed to a spending spree that funnels through one chokepoint, and the Aug. 26 earnings report will either validate the conviction or expose the cracks in it.

Nvidia (NVDA) is likely to deliver a fiscal second-quarter revenue beat and issue an upbeat guidance

Argus Research analyst Jim Kelleher early Monday upgraded Sandisk to Buy from Hold with a 12-month price target of $1,600. Sandisk stock advanced 2.2% to $1,238.50 on Monday. At the time, Sandisk was trading around $1,757.

Meta stock climbed after the company's Muse Glimmer release and an essay on the future of AI from Mark Zuckerberg.

The Burger King parent company has some momentum.

The latest monthly jobs report could take the pressure off the Fed to hike rates.

Google and Meta both reported blowout Q2 revenue growth, yet only one of them left investors rattled and sitting on a year of losses. The divergence between their AI bets reveals a fundamental split in how Big Tech survives the spending era.

The tech sector is chock-full of companies with high-quality earnings growth.

AppLovin just posted its fourth straight earnings beat while the stock sits nearly 40% below its peak, and the tension between that contradiction points to something unusual happening inside this business.

Advanced Micro Devices (NASDAQ:AMD) said Thursday it will acquire Taalas, a Toronto startup that hardwires entire AI models directly into silicon, for an undisclosed amount. The deal targets inference, the business of running trained models, which AMD projects may grow...