Bank of America's Vivek Arya sees a 30% surge in chip sales and a $900 billion accelerator market just over the horizon.

The failed Oracle-Blue Owl data center deal likely pricked the credit-driven AI infrastructure bubble, and thus the AI bubble ...

From climate change and regulation to supply chain scandals and tariffs, chaos reigned in sustainable fashion this year. But ...

Power demand from US data centers is set to surge to 106 gigawatts by 2035, according to BloombergNEF, a 36% increase from the research provider’s previous outlook in April. The upward revision in ...

You can’t help but feel uneasy when looking at market concentration. Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla now make up more than a third of the S&P 500, more than twice the level ...

NEW YORK, Nov 21 (Reuters) - The biggest bout of volatility in U.S. stocks in months has revealed cracks in the artificial intelligence-related rally, raising questions about whether the market has ...

The stock market has been running high. Too high, some analysts say. A number of Wall Street observers warn the stock market may have entered “bubble” territory. It’s an analogy to the overhyped ...

The global investment frenzy around AI has seen companies valued at trillions of dollars and eye-watering projections of how it will boost economic productivity. But in recent weeks the mood has begun ...

This is read by an automated voice. Please report any issues or inconsistencies here. Some tech stock declines this month have investors fearing the AI boom could burst like the dot-com bubble two ...

Nvidia founder and CEO Jensen Huang struck a bullish tone in the company’s third-quarter earnings. And based on the company’s results, there may be reason to. Nvidia reported revenue of $57 billion in ...