AI infrastructure
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financeChipmakers' AI Rally Defies History Amid Supply Constraints
Semiconductor stocks have surged 144% in a year, outpacing the S&P 500, but historical cycles suggest caution as margins may attract oversupply.
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financeMeta Stock Poised to Hit $740 by April 2026 Following Strong Q1 Earnings
Meta's Q1 2026 earnings beat expectations, driving prediction market odds to 100% for the stock hitting $740 by April 2026.
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financeKKR Commits $10 Billion to AI Power Plants, Bolstering US Tech Infrastructure
KKR invests $10 billion in AI-focused power plants and data centers, supporting Google and other major tech firms.
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techGoogle Cloud Leads AI Race as Big Tech Invests up to $700B by 2026
Google Cloud emerges as leader in AI infrastructure spending as US tech giants invest heavily to maintain edge over China.
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techAlphabet Cloud Revenue Surges 63% on AI Demand
Alphabet's Google Cloud revenue surged 63% to $20B, beating estimates, driven by enterprise AI spending and major deals.
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techAmazon Posts Strong Earnings, Cloud Growth Amid AI Spending Surge
Amazon beats Q1 estimates with $181.5B revenue and $2.78 EPS, fueled by AWS growth. AI capex hits $200B as satellite venture Leo emerges.
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techMeta Shares Slide 6% After Hours Despite Earnings Beat
Meta beats Q1 estimates but shares fall on higher capex guidance and a user decline, spooking investors.
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techRural America's Data Center Rebellion: AI Infrastructure Sparks Backlash
AI data centers face growing opposition in rural America. Farmers and residents cite water scarcity, energy costs, and environmental concerns, clashing with tech giants' expansion plans.