Earnings growth is set to accelerate, which makes this stock a no-brainer buy in light of its valuation. AMD released first-quarter results on May 6. Its numbers were better than analysts were ...

Intel navigates restructuring with solid earnings and strong AI momentum, pointing to future EPS strength. Find out why INTC ...

Investors often get an idea in their heads and run with it, pushing prices to extremes that aren't realistic. That's the risk ...

Cogent’s financial position has weakened since it acquired the Sprint business, in our opinion. As of the first quarter of 2025, the firm had a net leverage ratio of 6.1 times EBITDA when including ...

Flex Ltd. posts 3.2% sales growth & stronger gross margins, driven by data center gains. Click here to find out why FLEX ...

Tract bought 1,500 acres for a data center campus outside Austin, and Nvidia-backed Lambda signed a lease for Plano facility.

The company became interested in the megasite primarily because of its mix of high-tension electricity transmission lines, ...

TIM's management has missed its guidance targets countless times in recent years, so we remain cautious. On top of a more than EUR 4 billion cash cushion after the divestment of its fixed network, TIM ...

Two stocks at the top of my shopping list are Nvidia ( NVDA 0.28%) and Taiwan Semiconductor Manufacturing ( TSM 0.38%). If we ...

The needs of data centers for AI and digital services are transforming power planning. To dive deeper into this theme, we ...

An Nvidia-backed cloud computing firm that provides hardware and services to power artificial intelligence development will ...

Remember the recent wave of speculation that Microsoft was pulling back on AIDC investment? Well, money talks and $80 billion ...