Nvidia's Earnings Reveal a New Buyer Class Outgrowing Microsoft, Google and Amazon
For the last few years, Wall Street has obsessed over Nvidia's revenue concentration from artificial intelligence (AI) hyperscalers.
Cloud & Enterprise Software
News and earnings from cloud providers, SaaS companies, and enterprise tech platforms.
Nvidia Shifts Strategy Toward Massive AI Financing
Chip Stocks Diverge on AI Infrastructure Roles
Broadcom or AMD? Here's Why the Market Is Pricing the Same AI Boom So Differently Across 2 Chip Stocks.
Broadcom is a steady AI infrastructure bet, while AMD offers higher-risk, higher-reward potential as it challenges Nvidia in AI chips.
AI Power Crunch Fuels Bloom Energy Surge
Will Faster Installations Drive Bloom Energy's AI Expansion?
Bloom Energy's Power Connect cuts onsite installation time by more than 40% as AI data-center demand drives rapid revenue growth and higher 2026 guidance.
