AI infrastructure
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financeGoldman Sachs Lifts S&P 500 2026 Target to 8,000, Bets on AI Earnings
Goldman Sachs raises its 2026 S&P 500 target to 8,000, citing surging earnings and AI infrastructure as the key growth driver.
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techAI Demand Drives Surge in Hardware, Software, and Memory Sales
Dell, Snowflake, and chipmakers post massive gains as enterprise AI spending accelerates. Investors eye hardware rebound and software resilience.
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financeDell Stock Soars to Record High on AI Earnings Blowout
Dell shares surged 16.8% to an all-time high after crushing earnings estimates, driven by a massive AI backlog. The company reported adjusted EPS of $4.86 versus $2.93 expected.
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financeDell Lifts Forecasts on Surge in AI Server Demand
Dell raises annual revenue and profit outlook sharply, driven by massive data center buildout for AI.
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techAmazon's RNG Networks Boost Data Center Efficiency, Cut Costs
AWS deploys Random Node Grouping networking design, cutting costs by up to 45% and reducing energy use.
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financeRocket One Soars on AI and Space Rebrand
Biotech firm Rocket One pivots to AI and space, shares jump 60%.
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techTaiwan Tech Giants Raise Record $14.5B in Debt to Fuel AI Expansion
Taiwanese tech firms secured $14.5 billion in debt deals, the largest-ever haul, to fund artificial intelligence capacity expansion.
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techNvidia Pledges $150 Billion Annually to Taiwan for AI Dominance
Nvidia will invest $150 billion per year in Taiwan by 2030, building AI infrastructure and a new HQ. The move cements TSMC's role but elevates geopolitical risk.