Wall Street expects Nvidia's earnings to increase at 35% annually ... is the largest digital advertiser and third-largest public cloud, and the company is using AI to strengthen its standing in both markets. For instance, its leadership in advertising ...

Nvidia shares surged 925% during the last two years as the artificial intelligence (AI) boom built momentum, but Wall Street remains bullish. Nvidia is the market leader in AI accelerators and AI networking gear, and its extensive software development ...

Wedbush analyst Dan Ives is out with an early reaction to Palantir's "eye-popping" results, featuring beats across the board.

The biggest companies on Wall Street are all heavily exposed to artificial intelligence: Apple with its newly launched AI iPhones; Microsoft, Amazon.com, and Alphabet with their cloud businesses and AI services; and Meta Platforms’ AI features and ad ...

Palantir Technologies (NYSE:PLTR) stock soared about 14% premarket on Tuesday after third quarter results and outlook beat estimates, drawing praise from Wall Street analysts ... strategy with use cases for AI taking hold over the next 12 to 18 months.

Big Tech’s capital spending is on track to surpass $200bn this year and rise even further in 2025, as anxiety grows on Wall Street about the returns on soaring investment in artificial intelligence.

After a 150% rally that’s added about $60 billion in market value, Wall Street thinks Palantir Technologies Inc. has gotten way ahead of itself.

Generative artificial intelligence search startup Perplexity AI Inc. reportedly is finalizing the details of a mammoth new funding round that would increase its valuation to a cool $9 billion.

KKR and Energy Capital Partners plan to invest in development of data centers and the power infrastructure to support them.

Arm shares trade at more than 76 times estimated earnings, making it the third-most expensive stock in the Nasdaq 100 by this metric, and pricier than Nvidia Corp. at 37 times. In terms of estimated sales, Arm’s multiple is above 32, by far the highest in the index.