Amid soaring market expectations, ServiceNow is aggressively integrating AI across its platform through enhanced partnerships and strategic acquisitions, aiming to make artificial intelligence a native component of enterprise service and security operations.
Meta Platforms is charting an unprecedented course in capital investment, with plans to spend up to $135 billion by 2026 to build the infrastructure for AI 'superintelligence.' The staggering sum highlights the scale of Big Tech's arms race and raises questions about long-term returns.
At its Perform conference, Dynatrace unveiled Dynatrace Intelligence, a new platform merging deterministic and agentic AI to automate complex IT operations. The launch, coupled with enhanced cloud integrations and user monitoring tools, signals the company's aggressive push to dominate the observability market in an AI-driven era, even as some debate its current market valuation.
Meta Platforms' relentless investment in artificial intelligence infrastructure is set to drive capital expenditures to unprecedented levels in 2026, raising questions about long-term returns for the cash-rich tech giant.
Alibaba Group is making a major strategic push into artificial intelligence, launching a proprietary AI chip to challenge Nvidia, upgrading its Qwen models, and planning a massive marketing campaign for its AI app during the Lunar New Year holiday.
Oppenheimer and Wells Fargo have raised price targets for Monolithic Power Systems (MPWR), highlighting robust demand from the automotive and artificial intelligence sectors as key growth drivers ahead of the company's quarterly results.
Taiwan Semiconductor Manufacturing Co. (TSMC) has unveiled an aggressive capital expenditure plan for 2026, signaling robust confidence in sustained demand driven by artificial intelligence and high-performance computing, which has spurred a significant rally in its shares and upward revisions from analysts.
While passive index funds track the broader market, selective stock picks can deliver outsized returns. Baidu's (NASDAQ: BIDU) shares have soared 75% in the past year, dramatically outpacing the market. This rally comes despite a significant drop in earnings, shifting investor focus towards the company's long-term strategic bets in artificial intelligence and autonomous driving.
While tech stocks dominate AI headlines, Welltower Inc. is leveraging artificial intelligence and demographic shifts to redefine senior living and create a powerful growth engine, positioning itself as a unique beneficiary of long-term healthcare trends.
Rising global defense budgets are accelerating the adoption of artificial intelligence in military systems, with companies racing to develop advanced sensing and threat-detection capabilities through strategic partnerships and acquisitions.
Walmart appoints veteran executive John Furner as its new chief executive, placing digital transformation, artificial intelligence, and expanded health services at the forefront of its growth strategy.
As tech giants pour trillions into AI infrastructure, the insatiable demand for electricity is creating a new class of winners. NextEra Energy, America's largest utility, is emerging as a critical, if unexpected, backbone of the artificial intelligence boom through strategic partnerships with Alphabet and Meta.
Alibaba Group has announced a massive 3 billion yuan ($431 million) campaign to promote its Qwen AI app during the upcoming Lunar New Year holiday, significantly outpacing similar efforts by rivals Tencent and Baidu. The move intensifies a high-stakes battle for user adoption in China's rapidly evolving artificial intelligence sector.
As artificial intelligence drives an unprecedented surge in electricity demand, one utility company—Constellation Energy—is uniquely positioned with its vast nuclear fleet to meet the need, turning an industry-wide bottleneck into a significant growth opportunity.
SanDisk Corporation's stock hit an all-time peak following a blockbuster earnings report for Q2 FY2026, fueled by surging demand for its storage solutions from the artificial intelligence sector.
Apple shares edged higher following a robust Q1 earnings report headlined by record iPhone revenue, yet the muted gains reflect Wall Street's growing focus on looming supply constraints and the company's strategic pivot to artificial intelligence.
ARK Invest CEO Cathie Wood argues the parabolic rise in gold, not artificial intelligence, represents the current asset bubble, pointing to its recent sharp correction as validation of her view while reaffirming her bullish stance on Bitcoin.
In a strategic double move, Apple has acquired Israeli AI startup Q.ai for nearly $2 billion and forged a landmark partnership with Google to integrate Gemini AI into Siri. These developments signal a profound shift in Apple's approach to artificial intelligence, moving it from the periphery to the core of its hardware and services ecosystem, with significant implications for user experience and the competitive landscape.
As artificial intelligence reshapes the competitive landscape, tech leaders face a stark choice: disrupt their own profitable core businesses or risk being left behind. New financial results from Microsoft, Meta, and Tesla reveal the high-stakes strategies—and market reactions—defining this pivotal moment.
Northern Trust announces key executive appointments aimed at strengthening its Canadian asset servicing footprint and accelerating the adoption of artificial intelligence across its investment management operations, signaling a strategic pivot amid strong stock performance.
