Alphabet's stronger-than-expected fourth-quarter results provided a welcome respite for the tech sector, easing fears of a broader selloff. While heavy AI spending continues, analysts highlight the company's vertical integration and Google Cloud's surging profitability as key competitive advantages.
Lumentum Holdings Inc. (NASDAQ: LITE) reported its highest-ever quarterly revenue for Q2 2026, driven by surging demand for its optical components from AI and cloud infrastructure builders. The company also announced a landmark order for its next-generation Co-Packaged Optics technology, signaling a strategic shift in its role within high-performance computing supply chains.
After a brutal multi-year decline that has erased over 90% of its value, RingCentral's stock is trading at a significant discount to its intrinsic value, according to key financial models. We examine whether the beaten-down cloud communications leader presents a compelling opportunity for value investors.
Google's parent company Alphabet shattered profit forecasts with a $34.5bn quarterly haul, fueled by a 48% cloud revenue surge, as it outlines aggressive plans to nearly double capital expenditures to dominate the AI infrastructure race.
Google's parent company Alphabet reported record-breaking earnings, crossing the $400 billion annual revenue mark for the first time. The tech giant announced plans to nearly double its capital expenditures in 2026 to meet surging demand for AI and cloud services, even as its core advertising business continues to fuel its ambitious investments.
CNBC's Jim Cramer reaffirmed his longstanding position in Salesforce (NYSE: CRM), held for 'years and years' by his Charitable Trust portfolio, even as the cloud software giant faced recent volatility among S&P 500 constituents.
CNBC's Jim Cramer voiced strong support for Amazon.com Inc. ahead of its quarterly report, arguing the e-commerce and cloud computing leader does not receive the market respect it deserves despite fierce competition.
CNBC's Jim Cramer singled out Alphabet Inc. (GOOGL) as a top-tier investment, praising its consistent performance and market-beating returns. He highlighted the tech giant's diversified strength across search, cloud, and AI as key drivers.
NextEra Energy and Xcel Energy have formed a strategic partnership to accelerate the development of power infrastructure—including renewables, storage, and grid tech—specifically to meet the surging electricity demands of AI data centers. The move underscores how utilities are scrambling to adapt to a new era of concentrated, power-hungry loads.
As Oracle races to meet a massive $300 billion cloud deal with OpenAI, a TD Cowen report suggests the tech giant may resort to selling assets and cutting tens of thousands of jobs to finance its costly data center build-out, raising questions about its stock's trajectory.
Beyond the spotlight on Nvidia and ChatGPT, the AI infrastructure rush is creating a historic surge for memory and storage chipmakers, with stock gains eclipsing 1,000% as supply struggles to meet explosive data center demand.
Nvidia deepens its strategic partnership with AI cloud provider CoreWeave through a massive $2 billion investment, aiming to accelerate global data center build-out. The move comes as CoreWeave faces mounting investor lawsuits questioning its operational disclosures and financial projections, casting a shadow over its rapid ascent.
As data center power demands surge and U.S. tariffs on Chinese lithium-ion batteries loom, Eos Energy Enterprises' non-lithium, zinc-based storage technology is attracting investor attention for its potential in grid-scale and data center applications.
CNBC's Jim Cramer spotlights SanDisk's standout performance as a top S&P 500 gainer in January, fueling debate on whether the memory storage sector's momentum has room to run.
Shares of cloud communications provider 8x8 soared more than 50% Wednesday after the company reported quarterly results that exceeded expectations and issued guidance well above analyst forecasts, signaling a potential turnaround.
Microsoft's Q1 FY26 results showcase explosive 18% revenue growth, driven by its AI and cloud divisions. While the tech giant's strategic bets appear to be paying off, analysts weigh the impact of massive infrastructure spending and increasing competition on its long-term trajectory.
As OpenAI projects explosive revenue growth, its massive compute and cloud spending is creating clear winners in the AI infrastructure layer. We examine the high-stakes bets on Microsoft, Oracle, and Broadcom.
Microsoft's fair value estimate faces downward pressure as analysts factor in soaring AI infrastructure spending, though revenue forecasts remain robust on sustained cloud and AI demand.
Apple shares surged, sharply outperforming the broader tech market and pushing its market value past $4 trillion. The rally highlights a growing investor view of the iPhone maker as a relative safe haven, insulated from the immediate disruption fears currently hammering software and cloud-focused giants.
The residential battery startup has now raised over half a billion dollars to scale its fleet of home energy storage systems, positioning itself as a key player in the rapidly growing virtual power plant market aimed at stabilizing the national grid.
