The AI infrastructure buildout has moved from speculation to reality, and two companies are positioned to capture the lion's share of spending.

Amazon said its cash CapEx was $34.2B in the third quarter and the company has spent $89.9B so far this year. The e-commerce giant noted that it will continue to make significant investments, ...

Nvidia, Microsoft, Apple, Amazon, Alphabet, Meta Platforms and Tesla now boast a combined market value north of $22 trillion.

OpenAI's Sam Altman sparked fears of an AI bubble. Business leaders like Bill Gates, Mark Cuban, and Jensen Huang disagree over whether one exists.

The difference might not seem much, but the nuance here is that while the American firms are digital natives, India’s investments are led by traditional conglomerates diversifying into the factories ...

Investors should not make decisions about their portfolio based on a feared downturn in the S&P 500 SPX. You will see arguments for and against whether there is a big correction ahead. Instead, adjust ...

This year, despite inescapable return of bubble banter among financial chattering class, S&P 500 added 2.3% to its YTD price ...