President Donald Trump unveiled a big-ticket private-sector collaboration called Stargate. The project will bring together ...

Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this ...

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 ...

Meta Platforms had a stellar 2024 and BofA Securities sees further upside. Analysts Justin Post and Nitin Bansal reiterated a ...

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

The rapid advancements in the artificial intelligence niche have transformed it into one of the most attractive sectors at ...

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.

Microsoft CEO Satya Nadella reaffirmed Microsoft's $80 billion annual AI investment in response to Elon Musk's skepticism about Project Stargate's $100 billion funding potential, emphasizing the ...

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Oracle Corporation (NYSE:ORCL), a leading provider of enterprise software and cloud services, has been making significant strides in the rapidly evolving technology landscape. With a substantial ...

Meta Platforms investors celebrate another momentous year of outperforming the market. Click here to read an analysis of META ...

It could get even better—the social media company is an artificial intelligence top pick, according to Jefferies analysts who say investors shouldn’t be put off by high AI spending. Big Tech companies ...