The streaming pioneer narrowly topped Street consensus for revenues with $12.05B (reflecting year-over-year growth of 17.6%) ...

An ambitious data-center project in Utah is going to need about one-quarter of the power the entire state currently uses. David Gray, co-chief executive for the project’s developer, knows he can’t get ...

Microsoft's Azure has been the fastest grower of the big three cloud computing companies. Alphabet has a cost advantage with its custom AI chips that should become more evident starting next year.

Micron Technology (MU) reports fiscal Q1 earnings today with analysts expecting $12.9B revenue (up 48% year-over-year) and $3.94 EPS. Micron shares surged 176% in 2025. Micron sold out HBM capacity ...

Judging the job market with delayed data is a bit like trying to cook the Christmas turkey blindfolded—hard to tell if it’s undercooked, overdone, or just right. But Wall Street should be happy enough ...

Lennar Corporation (NYSE: LEN) will release earnings results for the fourth quarter after the closing bell on Tuesday. Analysts expect the company to report quarterly earnings at $2.18 per share, down ...

CHONGQING, CHINA - SEPTEMBER 28: In this photo illustration, a hand holds a smartphone displaying the logo of Applied Digital Corporation (NASDAQ: APLD), the American company specializing in data ...

Meta reportedly is considering using Alphabet's custom chips for its data centers. Nvidia and AMD shares fall on the prospect of more formidable semiconductor competition. Google designs in-house ...

AMD (AMD) says it expects to see its data center revenue increase 60% over the next three to five years, up from $16 billion in 2025, as the company pushes deeper into the AI space and works to steal ...

Although CoreWeave reported impressive growth in revenue and backlog for the latest quarter, its good news was overshadowed by the announcement of a new overhang for the stock: a third-party ...

Artificial intelligence compute infrastructure company CoreWeave Inc. delivered better-than-expected financial results today, but its stock lost ground after-hours when it revealed a tepid revenue ...

Video platform Rumble (RUM) is set to acquire German AI cloud company Northern Data (OTC:NDTAF) in an all-stock deal valued at about $767 million. Northern Data shareholders will receive 2.0281 newly ...