Alphabet-A (GOOGL)

The diversified tech giants have been two of the biggest beneficiaries of the AI build-out.

Alphabet shares are consolidating near a technical breakout point, backed by strong margins, accelerating cloud growth, a cheap valuation, and a Buy consensus with nearly 22% upside from analysts.

Alphabet's accelerating cloud revenue growth comes with a high cost. Is it worth it?

The market has priced Google as if it is losing the AI race, but what is happening under the hood tells a different story.

SpaceX and Nvidia occupy two very different layers of the artificial intelligence (AI) value chain.

Marvell Technology projects fiscal 2031 revenue of up to $90 billion on custom AI chip demand, requiring 54% annual growth as investors weigh its premium valuation and hyperscaler dependence.

EMCOR Group, Dycom Industries, and United Rentals sit where AI CapEx meets a skilled labor shortage, turning electricians, fiber crews and equipment into growth.

There's an overlooked reason why custom chips could keep taking share of AI data centers.

The Oracle of Omaha’s under-the-radar portfolio has over $149 million put to work in two index funds that consistently print profits for long-term investors.

They may offer us important clues about what’s next for AI.

The utility company will supply 3.59 gigawatts of power to the tech giant under long-term agreements.

Picking winners and losers in the artificial intelligence industry hasn't been easy.

Constellation Energy signed a big power deal with Alphabet.

Constellation Energy shares surged after Alphabet's Google signed 20-year and 15-year power deals totaling 3,590 megawatts, tied to reactor uprates rather than new plants.

As with other stock categories, you can find buys, holds, and sells among mega-caps.

Amazon's cloud growth should lead to massive profit expansion.

Nvidia stock has risen nearly tenfold since the start of the artificial intelligence (AI) revolution.

Shares in both companies have considerably outpaced the overall market in the last decade.

onsemi revised its Synaptics acquisition to an all-cash deal worth $5.7 billion, avoiding dilution, gaining immediate earnings accretion, and advancing its push into physical AI systems.

The AI lab's plan for spending over the next decade highlights how much the AI build-out will cost.

Trader Jonathan Rose outlines how volatility creates opportunity in cybersecurity, copper and uranium stocks, favoring Rubrik, Freeport-McMoRan, Ero Copper and Uranium Royalty Corp. through options strategies.

A Google nuclear deal vaulted Constellation Energy stock to the top of the S&P 500 early Tuesday. The deal will boost capacity of existing plants.

Arista Networks is the central nervous system for many AI data centers.

Insiders for this trio of artificial intelligence (AI) powerhouses are rattling investors.