artificial intelligence

Everyone on Wall Street is busy celebrating the AI supercycle — until you try the math. This week, IBM (NYSE:IBM) CEO Arvind Krishna dropped a number so large it could stop the AI party cold. Track IBM stock here. At today's costs, he told Decoder, it takes roughly $80 billion to build and fully...

Microsoft Corporation (NASDAQ:MSFT) is among the companies that are investing heavily in data centers for AI growth. The company's CEO has a warning for the increased energy needed for the AI sector and for fears of an AI bubble. MSFT shares are consolidating after recent moves. Follow the...

Artificial intelligence didn’t just turbocharge Black Friday shopping this year — it quietly became retail’s most influential middleman. • IYW is building positive momentum. Get the details here. As more consumers lean on AI for product discovery and deal-hunting, a spate of...

Customer relationship management giant Salesforce Inc. (NYSE:CRM) could highlight progress of AI-related tools and recent acquisitions when the company reports third-quarter financial results on Wednesday after market close. Here are the earnings estimates, what experts are saying ahead of the...

On Monday, popular investor and "Shark Tank" star Kevin O'Leary said that the real threat to the AI boom isn't hype or inflated valuations — it's the scarcity of electricity. O'Leary Rejects AI Bubble Fears In a video shared on X, O'Leary was asked whether the rapid rise of AI resembled a bubble....

Apple Inc (NASDAQ:APPL) announced a major leadership transition within its artificial intelligence group, marking the most significant reshuffle since launching its Apple Intelligence platform in 2024. • AAPL shares are testing new highs. See what the experts say here. According to an...

November 2025 will be remembered for the brutal reckoning it brought to the highest-flying names in the tech sector.  PLTR stock is moving. See the details here.  The broader S&P 500 index managed to squeak out a meager gain, but a deep correction targeted tech stocks priced for...

The battle between Alphabet Inc (NASDAQ:GOOG)(NASDAQ:GOOGL) and OpenAI for dominance in the artificial intelligence sector could spill over and impact many technology companies. TV host Jim Cramer singled out Oracle Corp (NYSE:ORCL) as a stock to watch that could lose if OpenAI falls, but possibly...

CrowdStrike Holdings (NASDAQ:CRWD) could offer a look at how the cybersecurity sector is shaping up once third-quarter financial results are released Tuesday after the market closes. Here are the earnings estimates, what experts are saying, and key items to watch. Earnings Estimates: Analysts...

Snowflake Inc (NYSE:SNOW) is expected to post strong third-quarter growth as enterprises increasingly tap its data platform to power artificial intelligence and Agentic AI applications. Rosenblatt analyst Blair Abernethy maintained Snowflake with a Buy and raised the price target from $250 to $275...

Meta Platforms Inc (NASDAQ:META) just suffered its fourth straight losing month, slipping 1.6% in November and leaving investors wondering if the AI trade has run out of steam. But beneath the red ink sits a narrative the bulls won't shut up about: Meta's stock is falling because its AI ambition is...

Gautam Adani‘s Adani Group plans to invest up to $5 billion in Alphabet Inc‘s (NASDAQ:GOOGL) upcoming AI infrastructure hub in southern India. Chief Financial Officer Jugeshinder Singh told Bloomberg that the firm was working on the final investment terms. The Google is ramping up its...

Oracle Corp (NYSE:ORCL) is waking up to a problem no tech giant wants in an AI-mania market: credit risk headlines louder than growth headlines. Morgan Stanley issued a blunt warning Wednesday, flagging rising stress in Oracle's balance sheet as the company aggressively borrows to fund its...

If you squint, the AI boom in 2025 looks like a mash-up of every infrastructure mania America has ever seen. The railroad boom of the 1800s. The electrification push in the roaring 1920s. The fiber internet mania of the late 1990s. Each era had the same three ingredients: breathless enthusiasm, an...

Amazon.com Inc (NASDAQ:AMZN) is battling fresh labor unrest as thousands of warehouse workers in Germany walked off the job on Black Friday, escalating global pressure on the company. • AMZN is performing well relative to peers. Stay ahead of the curve here. Workers at Amazon warehouses...