Alphabet’s 160% rally in a year reflects value of owning ‘most of the stack’ in AI
Sundar Pichai, chief executive officer of Alphabet Inc., during the Bloomberg Tech conference in San Francisco, California, US, on Wednesday, ...
Tag: First Trust Cloud Computing ETF
Nvidia embraces role of AI investor, pushing past $40 billion in equity bets this year
Nvidia founder and CEO, Jensen Huang, speaks during the 29th annual Milken Institute Global Conference at the Beverly Hilton in ...
The market isn’t grading all Big Tech earnings the same — here’s why
In this Club Check-in, CNBC Investing Club's Paulina Likos and Zev Fima break down what really matters for investors after ...
Google cloud growth tops Microsoft and Amazon as all three beat estimates on AI demand
Google Cloud CEO Thomas Kurian speaks at the Google Cloud Next event in San Francisco, April 9, 2019.Michael Short | ...
Amazon earnings beat expectations with strong cloud growth
Amazon on Wednesday posted better-than-expected earnings and revenue for the first quarter, and reported cloud sales that topped analysts' expectations. ...
Oracle jumps for a second day, Bloom Energy soars 20% on AI data center power deal
A trader works on the floor of the New York Stock Exchange (NYSE) after the opening bell in New York ...
Oracle pops 11%, leading bounce back rally in software stocks
Oracle Corporation rings the Opening Bell at the New York Stock Exchange on Feb. 3, 2026.NYSEOracle's stock surged 11% as ...
CoreWeave stock pops 11% on deal to power Anthropic’s Claude
CoreWeave announced Friday that it has entered a multi-year agreement with Anthropic to power its Claude artificial intelligence models as ...
Meta commits to spending additional $21 billion with CoreWeave as AI costs keep rising
Arda Kucukkaya | Anadolu | Getty ImagesMeta has committed to spending an additional $21 billion on AI cloud infrastructure from ...
Japan’s Sakura Internet jumps 20% as Microsoft plans $10 billion AI push with SoftBank
Microsoft's Vice Chair and President Brad Smith (L) and Japan's Prime Minister Sanae Takaichi pose before their meeting at the ...
