Piper Sandler says Arista Networks (ANET) will likely be the most discussed “winner” of Stargate within the firm’s coverage given the exposure ...

In addition to Trump, you can guarantee that virtually every tech company will mention AI revenue and spending. According to ...

Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this ...

As news trickled out about President Trump's announcement of a new $500 billion Stargate joint venture focused on artificial-intelligence infrastructure, some potential beneficiaries emerged.

The rapid advancements in the artificial intelligence niche have transformed it into one of the most attractive sectors at ...

SIGN UP for TheStreet’s FREE Daily newsletter 💰💸 Elon Musk has never avoided getting into arguments with other high-profile figures. He’s publicly insulted politicians such as Bernie Sanders and ...

Stocks closed solidly higher on Thursday for the fourth straight session as investor optimism about the Trump administration continues to run high.

The Wall Street rally has resumed with Donald Trump beginning his new presidential term. The rebound follows a shaky start to 2025, with major stock indexes resuming their upward trajectory. On ...

Meta Platforms had a stellar 2024 and BofA Securities sees further upside. Analysts Justin Post and Nitin Bansal reiterated a ...

With ecosystem partners like Shopify, Meta and Google, Global-E Online continues to charge higher with another breakout near.

Microsoft CEO Satya Nadella reaffirmed Microsoft's $80 billion annual AI investment in response to Elon Musk's skepticism about Project Stargate's $100 billion funding potential, emphasizing the ...

Oracle provides database technology and enterprise resource planning, or ERP, software to enterprises around the world. Founded in 1977, Oracle pioneered the first commercial SQL-based relational ...