The race to dominate the burgeoning AI market is pushing tech giants to adopt business models reminiscent of IBM ( IBM ) in the 1960s. Big Tech “hyperscalers” Alphabet ( GOOG , GOOGL ), Meta ( META ), Microsoft ( MSFT ), and Amazon ( AMZN ) are all in various stages of developing their … Read more
Most of the growth in artificial intelligence (AI) has been driven by software and chatbots, but that means we haven’t seen anything yet. Morgan StanleyHis latest research says it’s still early in the half, with corporate spending estimated to reach $10 trillion in the AI investment cycle. Investors can do well by sticking with blue … Read more
By Echo Wang and Joey Roulette NEW YORK, Jan 29 (Reuters) – SpaceX and Elon Musk’s xAI are in talks to merge ahead of a successful public offering planned for later this year. The combination would bring Musk’s rockets, Starlink satellites, social media platform X and Grok AI chatbot under one roof, according to a … Read more
Make better investment decisions with Simply Wall St’s simple and visual tools that give you a competitive edge. Bloom Energy (NYSE:BE) has signed a 20-year offtake agreement with a US utility subsidiary to supply solid oxide fuel cells worth $2.65 billion. The company also entered into a new partnership with Brookfield Asset Management focused on … Read more
Investments in AI and data centers continue to grow. Nvidia remains the dominant AI chip company, with its new Rubin architecture just around the corner. TSMC has been busy building AI chips and is gearing up for further growth. 10 Stocks We Like More Than Nvidia › It’s been just over three years since artificial … Read more
By Arsheeya Bajwa and Max A. Cherney Jan 22 (Reuters) – Intel said on Thursday it was struggling to meet demand for its server chips used in AI data centers and forecast quarterly revenue and profit below market estimates, sending shares down 13 percent in after-hours trading. The forecast underscores the difficulty Intel faces in … Read more
When you buy through links on our articles, Future and its syndicate partners may earn a commission. Credit: Getty Images Over the past few months, the computing industry has changed in a massive way. On the one hand, we’ve seen the Intel Core Ultra Series 3 chip deliver a huge boost in local performance on … Read more
Investing in companies that are about to experience accelerated growth can set you up for monstrous stock market returns. It’s even better when you can buy these stocks at reasonable valuations relative to their earnings growth potential. With that in mind, here are two stocks that could deliver exceptional returns over the next five years. … Read more
These tech giants have seen their share prices rise on the back of AI spending momentum. Analysts see the potential for slowing revenue growth for both companies, which could cause the market to modify the stock price. A company uses a lot of debt to grow, increasing risk. 10 Stocks We Like More Than Palantir … Read more
By Colleen Howe BEIJING, Dec 22 (Reuters) – An upgrade to China’s electricity market is boosting the economy of energy storage just as international demand is rising, sparking a boom for Chinese energy storage makers that already dominate globally. According to one estimate, Chinese firms are on track to grow 75% this year in global … Read more