Microsoft's disappointing Azure numbers are "neutral to modestly negative" for rivals Amazon.com and Alphabet, according to RBC Capital Markets analyst Brad Erickson. Alphabet stock rose 1% while ...

The introduction of DeepSeek has caused a stock slump among major AI players, led by chipmaker Nvidia (NVDA) , since it could ...

The cause of investors’ panic was DeepSeek, an obscure Chinese hedge fund turned AI startup that has blown analysts away with ...

Artificial intelligence stocks were moving higher today as earnings season kicked into full swing and as investors continue to digest the impact of DeepSeek on the AI sector. The ...

The race to develop AI has already rewritten the traditional rules of finance, with Big Tech leading the charge.

Dan Ives leads technology research at Wedbush Securities and has long been an Nvidia bull. Despite the news out of DeepSeek, Ives remains incredibly optimistic about Nvidia's future and just called ...

There was a lot more to think about in 2024 than the simple math of revenue and profit growth. Click here for more on ...

Boosted by strong demand and company forays into health care and digital transformation of government, Amazon stock moves ...

Conventional wisdom suggests that AI will transform the way we do everything while being immensely profitable for a disparate set of companies all along the AI value chain. In a simplistic value chain ...

Elon Musk said there is a path for Tesla to become worth more than the next five most valuable companies combined. That’s ...

In a report released on January 29, Brad Erickson from RBC Capital maintained a Buy rating on Alphabet Class A (GOOGL – Research Report), with ...

Oppenheimer analyst Jason Helfstein raised the firm’s price target on Alphabet (GOOGL) (GOOG) to $225 from $215 and keeps an Outperform rating ...