Sometimes succession plans don’t work out, as evidenced this week by the news that Victor MacFarlane has returned as CEO of the development firm he founded, MacFarlane Partners. MacFarlane, now 74, ...

Oracle stock price has suffered a major reversal as concerns about the artificial intelligence (AI) and its soaring debt ...

Nvidia isn’t the only semiconductor company with compelling revenue-growth prospects — Credo and Astera Labs are also among players expected to put up stellar numbers.

Anthropic's latest funding coup, a combined $15 billion from Microsoft and Nvidia, signals how aggressively the biggest ...

Amid the recent volatility, two "Magnificent Seven" names are emerging as the sector's most resilient bets: Alphabet and Apple.

"There is no question that Nvidia will make a bunch of money," Gary Marcus, a professor emeritus of psychology and ...

A windfall for companies that build data centers and their suppliers is overshadowing weakness in other industries.

Concerns about an AI bubble have been simmering for at least a year and a half. Nvidia’s incredibly strong earnings this past week tried to put those fears to bed. It may not have been enough.

OpenAI and Taiwan electronics giant Foxconn have agreed to a partnership to design and manufacture key equipment for ...

Nebius is poised for explosive AI infrastructure growth with major Microsoft and Meta deals. Read here for an investment ...

The Japanese bank and hyperscaler have seen serious selling. Some say their association with OpenAI is to blame.

Jensen Huang, CEO of Nvidia, speaks at Nvidia GTC in San Jose, Calif., on March 19, 2025. New restrictions on semiconductor ...