The tech giant plans a colossal capital raise through debt and equity to expand its cloud infrastructure, aiming to meet surging demand from major AI players amid growing investor scrutiny over spending.
While AI continues to fuel a historic market rally, a closer look reveals troubling signs of overheating, from staggering capital expenditures to questionable monetization and complex financial engineering.
U.S. stock futures pointed to a lower open Monday as investors braced for a flood of corporate earnings and crucial labor market reports that could sway Federal Reserve policy expectations.
As the generative AI boom matures, profitability remains elusive for many software firms. We examine why investors are shifting focus to the essential hardware enablers, spotlighting Micron and Broadcom.
While investor attention fixates on flashier names, Marvell Technology's critical role in custom AI chips and data center infrastructure positions it for explosive growth, making its current valuation a potential opportunity.
U.S. stock futures turned lower Friday morning following President Trump's announcement nominating former Fed Governor Kevin Warsh to chair the Federal Reserve, replacing Jerome Powell. The move injects fresh uncertainty into monetary policy outlook.
For investors seeking sustained growth over decades, two exchange-traded funds stand out for their proven track records and strategic holdings in the world's leading companies.
TD Cowen has launched coverage of Constellation Energy (CEG) with an optimistic Buy rating and a $440 price target, highlighting strategic benefits from its recent Calpine acquisition and a favorable outlook for power market dynamics through 2026.
