Both stocks are attractively valued, even after nice runs in 2025. While a company obtaining a $5 trillion market cap seemed ...
The AI arms race is heating up, and its effects are starting to show up where investors actually care – on the Big Tech balance sheets. According to UBS, global AI capex is now expected to hit $423 ...
Oracle and AI stocks drove damaging market losses Wednesday. Micron jumped late on strong earnings and blowout guidance.