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Spending on AI data centers by cloud hyperscalers could reach $1.4 trillion by 2028, analysts with Morgan Stanley said Monday. The investment bank raised its estimates for capital expenditures by Meta Platforms and Amazon — with returns on AI spending a key debate for both stocks. Morgan Stanley analyst Brian Nowak said in a client note that he expects Meta's capex to reach $225 billion in 2027 and $250 billion in 2028, up 29% and 22% from his prior estimates.

Bloomberg Intelligence Senior Technology Credit Analyst Robert Schiffman explains why hyperscalers are turning to the bond market to finance massive AI capital expenditures.

You need to look beyond the tech sector to find great dividend stocks for the long term.

Microsoft's stock has fallen to a price level where buyers have repeatedly stepped in, but this time it arrives with an unprecedented spending plan that will define the battle.

Alphabet's (GOOGL, GOOG) Google is one of the biggest buyers of Nvidia's (NVDA) AI server chips, but

Alphabet (GOOG) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

European stock markets closed mixed in Monday trading with the Stoxx 600 down 0.1%, Germany's DAX fr

Every time Wall Street panics over Amazon's massive capital spending tab, one investor hits the buy button again. Here is the contrarian case that the loudest critics are confusing a bill for a bet they cannot afford to miss.

Wall Street is bracing for the worst out of Big Tech's Q2 earnings, and that gap between dread and reality may be exactly what sends the next rally higher. Five hyperscalers report soon, starting with Microsoft on July 29, and the setup looks nothing like the fear priced in.

Big banks are kicking off second quarter earnings season on Tuesday, with reports from JPMorgan (JPM), Goldman Sachs (GS), Wells Fargo (WFC), Bank of America (BAC), and Citigroup (C). Morgan Stanley (MS) posts its results on Wednesday. Yahoo Finance Senior Reporter David Hollerith explains what investors need to know.

Apple Inc. (NASDAQ:AAPL) was among Jim Cramer’s stock calls on Mad Money, as he advised investors to stick with the largest tech companies in the market. Cramer discussed the company’s AI strategy, as he said: You know what held back Apple for ages? Its lack of data centers spending, lack of it… See, all that’s […]

Alphabet Inc. (NASDAQ:GOOGL) was among Jim Cramer’s stock calls on Mad Money, as he advised investors to stick with the largest tech companies in the market. Cramer highlighted the company’s position in the AI race, as he commented: How about Google? Alright, now, they raised a ton of money recently and basically capped the terrific […]

Meta Platforms, Inc. (NASDAQ:META) was among Jim Cramer’s stock calls on Mad Money, as he advised investors to stick with the largest tech companies in the market. Cramer discussed the company’s competition, as he stated: Consider what each of these companies really is. Hey, why don’t we start with Meta? Okay, that’s become a real […]

Chip players are churning out cash while hyperscalers spend big on the AI build-out.

Yahoo Finance Executive Editor Brian Sozzi sits down with Visible Alpha Head of TMT Research Melissa Otto to discuss how investors should navigate the technology sector following its recent market sell-off.

Alphabet is pouring more cash into AI infrastructure each year than most companies generate in a lifetime, and the ad empire funding that bet is showing cracks in places investors have not had to worry about before.

Jeff Bezos just told a Paris crowd that AI will cause a labor shortage, five months after his own company cited AI to justify cutting thousands of jobs. The contradiction runs deeper than it looks.

(Bloomberg) -- Wall Street’s trading bonanza is poised to keep rolling. Most Read from BloombergLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Hormuz Route Open Despite Iran Declaration, Maritime Group SaysTrump Embraces Australian Retirement System Backed by Larry FinkOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Fight With AppleUS Renews Iran Strikes as Both Sides Dispute Hormuz StatusThe biggest US banks — set to kick off a marathon Tuesday with five of those firms reporting se

SentinelOne has quietly built a cybersecurity platform that four of the world's most powerful tech companies would each benefit from owning, but for very different reasons. Only one of them makes a clean strategic case without antitrust landmines or cultural resistance getting in the way.

The market has punished this software giant as if its core business is failing, yet the company's financial engine continues to run with remarkable efficiency.

Tesla decommissioned its Model S and X production in less than seven weeks. The plan is to replace the S and X with humanoid robots.

Recently, Zacks.com users have been paying close attention to Alphabet (GOOGL). This makes it worthwhile to examine what the stock has in store.

Recently, Zacks.com users have been paying close attention to Alphabet (GOOG). This makes it worthwhile to examine what the stock has in store.

Hyperion project grows from 2GW as Meta deepens AI infrastructure spending in Louisiana.

Nvidia still dominates AI training, but a quiet shift in how hyperscalers spend their next trillion dollars is opening a lane for two chip designers most investors have barely considered.

(Bloomberg) -- Walt Disney Co. shares have been in a slump for years, but Wells Fargo Securities said there’s one possible move that could reverse the trend: ditching its streaming-video business.Most Read from BloombergLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Hormuz Route Open Despite Iran Declaration, Maritime Group SaysOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Fight With AppleTrump Embraces Australian Retirement System Backed by Larry FinkUS Renews Iran Strikes as Bot

Analysts had no idea how big this would be.

The rule is a way for investors to assess how a company balances profitability and growth.

July 13 (Reuters) - More than 200 researchers and economists, including 15 Nobel laureates and researchers at OpenAI, Anthropic and Google, have called for governments and technology leaders to

Elon Musk recently posted on X that he thinks Anthropic's AI models are the most capable on the market.