The lease agreement with CoreWeave de-risks Applied Digital’s business due to its 15-year period. Read why I’m reiterating my ...

Those are three incredibly bullish assumptions -- the company hasn't achieved 40% year-over-year growth in recent quarters ...

That's far less than today's stock price of about $150. That's what happens when you use actual growth projections to determine a future stock price. Palantir's stock has become unlinked from the ...

Amid this new backdrop, airports must address capacity limits. Average annual regulated capex across the sector is forecast ...

Investing.com -- China’s AI chip demand is projected to hit $39.5 billion in 2025, yet supply is expected to fall short at $37 billion, leaving a $2.5 billion gap, said analysts at Bernstein in a ...

A trio of industry leaders with well-defined catalysts and competitive advantages can surpass Wall Street's artificial ...

Taiwan Semiconductor just reported blockbuster results, confirming that the AI revolution is alive and well. Nvidia has ...