Amazon, Alphabet, and Microsoft Plan Nearly $600 Billion in Capital Spending as TSMC Stands to Benefit
Amazon, Alphabet, and Microsoft are set to spend nearly $600 billion combined on data center capacity this year as cloud…
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Berkshire Hathaway Raises Alphabet Stake to 106 Million Shares
Berkshire Hathaway lifted its Google stake to roughly 106 million shares by the end of the second quarter, a position…
Morgan Stanley Sees Nvidia’s $500 Billion Neocloud Financing Driving Major Revenue Upside
Nvidia this week unveiled $500 billion in third-party capital for AI infrastructure, drawing mixed reactions on Wall Street. Morgan Stanley…
Nvidia to Invest Up to $3 Billion in Power Developer Lancium
Nvidia will invest up to $3 billion in power infrastructure developer Lancium, the company behind the Stargate data center site…
AMD’s 124x-earnings valuation is a red flag, Motley Fool analyst says
AMD shares have surged roughly 125% in 2026, but the rally has pushed the chipmaker's valuation well past rival Nvidia's….
