Value investors have struggled recently, but the first-quarter is turning out to be a winner with stalwarts like JPMorgan ...

Leading AI chip stocks got a lift this week from hyperscale cloud computing companies reiterating their hefty data center ...

Most Wall Street equity researchers still believe that AVGO stock has room to grow, despite shifting circumstances in the ...

Investing.com -- Growing capital expenditures (capex) for cloud infrastructure are expected to “bolster the bull case for AI/cloud capex stocks,” according to Morgan Stanley (NYSE: MS) analysts.

NVDA stock has been trading in a wide range between $113.01 and $148.97 over the past month and currently sits near the ...

Looking at overall trends, "Following 70% growth in '24, we expect hyperscale capex to grow 39%/17% in '25/'26," Morgan ...