If data-center investments were to decline suddenly by 20%, S&P 500 earnings estimates would take only a 3% to 4% hit, Barclays reckons.

Adding to the risk around OpenAI is that the company's rise has had ripples beyond the tech sector - with Mortonson pointing to companies like Caterpillar Inc. (CAT) and Cummins Inc. (CMI) in the ...

Nvidia Corporation’s AI chip leadership, OpenAI & Intel deals, and record financials make NVDA a top buy. Click for my ...

CoreWeave is down despite the AI infrastructure firm doubling down on its partnership with OpenAI. CRWV stock continues to face material headwinds in 2025.

Companies like Microsoft Corp. (MSFT) and Oracle Corp. (ORCL) are increasingly utilizing an accounting maneuver to invest billions more into data centers without it showing up in their traditional ...

Elon Musk’s xAI sues OpenAI, alleging trade secret theft, employee poaching, and misuse of Grok model data in federal court ...

AI had earlier sued former engineer Xuechen Li for stealing its trade secrets to take to OpenAI, but xAI has now come ...

“OpenAI is targeting those individuals with knowledge of xAI’s key technologies and business plans, including xAI’s source ...

OpenAI's "Project Jupiter" in Doña Ana County is part of a multibillion-dollar nationwide investment, promising hundreds of ...

The stock market hit record highs on a big Nvidia-OpenAI deal, but then fell back, especially extended stocks. Micron earnings didn't help.

Some researchers warn with droughts and population growth, they could help push water supplies to the brink — especially in ...

Finnish giant to provide switches and optical tech for Stargate starlet, while also investing in Nscale's $1.1B Series B ...