AI News

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.

After shocking Wall Street with a huge earnings beat, Dell stock rocketed higher, lifting it toward a breakout.

California just rewrote its EV subsidy rules in a way that shuts Tesla out and hands Rivian a channel its rival cannot touch, and the timing could not be more consequential for R2 deliveries.

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

Energy names help cushion the Dow as oil jumps on U.S.–Iran tensions and investors brace for key earnings and inflation data, today, July 13, 2026.

Meta just raised its spending plans to a figure that stopped Wall Street in its tracks, and the stock has not responded the way bulls expected. Whether the math eventually works in investors' favor hinges on three compounding forces inside the business right now.

Jim Cramer watched a single sentence from Mark Zuckerberg send Meta's stock soaring by a predicted $100 per share, and now he's arguing that big tech has become nearly impossible to sell no matter what the bears say about debt.

Retail is selling former leaders, but record market breadth shows the broader rally is still holding up.

CEG adds nearly 10 GW of power capacity as AI, data centers, electrification and U.S. manufacturing drive electricity demand.

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

Citi Research raises its price target on Apple shares, asserting the iPhone maker will continue to snap up market share.

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.

Nvidia, AMD, Palantir, and Tesla are all riding the AI wave in 2026, but the gap between their valuations, momentum, and math needed to reach bold 2029 targets reveals which name deserves conviction and which requires a leap of faith.

CNBC's 20th annual state business rankings just upended conventional wisdom about which state economy leads the country, and the runner-up is pulling in more foreign investment than anyone else on the list while quietly carrying one of the biggest economic vulnerabilities in the nation.

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.

CVS Health Corporation (NYSE:CVS) was among Jim Cramer’s stock calls on Mad Money, as he advised investors to stick with the largest tech companies in the market. Noting that healthcare stocks have been out of favor for some time, a caller asked if the stock is a buy, sell, or hold. Cramer stated: It’s a […]

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.

SPCX has fallen 35% from its peak, but Starlink profits, Starship progress and AI ambitions support a hold-and-watch approach.

Tesla just posted its strongest earnings inflection in years, yet the stock sits at a valuation that prices in a future most investors have never seen before. The real question is whether that future arrives on schedule or falls apart in Q2.

SK Hynix (SKHYV, SKHY) made its impressive Nasdaq (^IXIC) debut on Friday, but the South Korean shares (000660.KS) are now plunging. Yahoo Finance Senior Business Reporter Ines Ferré and AInvest managing editor Adam Shapiro chat with Morning Brief host Julie Hyman about the company's market moves and earnings outlook.

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.