Arista Networks is a 'Strong Buy' with robust growth in AI and security markets, 25% revenue growth, and SaaS expansion.

Meta, Google, Microsoft, and Alphabet Double Down on AI The post Meta, Google, Microsoft, and Alphabet Double Down on AI ...

Artificial intelligence has transformed entire industries in just a few short years. From the rise of machine learning to the ...

Artificial intelligence was the focus when tech giants Microsoft and Meta kicked off the first round of Big Tech earnings of 2025. Here's what we learned.

Days after Chinese startup DeepSeek's breakthrough low-cost AI computing shook the U.S. technology industry, CEOs of ...

The iShares Expanded Tech Sector ETF holds 289 stocks, and AI is central to most of the companies occupying its top positions. The ETF has delivered a compound annual return of 11% since 2001, which ...

Amazon, Microsoft, and Alphabet each saw sharp stock declines following their fourth-quarter earnings reports, which revealed ...

The emerging agentic AI theme is likely a key catalyst for furthering big tech's valuation prospects this year, with Meta and Microsoft being key beneficiaries in their own rights. Specifically ...

"Investing 'very heavily' in capital expenditure and infrastructure is going to be a strategic advantage over time," Mark ...

Tech giants Google, Amazon, Meta, and Microsoft are collectively investing $320 billion in AI this year, fuelling an ...

SAN FRANCISCO — Days after the overnight success of Chinese chatbot DeepSeek wiped a trillion dollars off the value of U.S. tech stocks, software CEOs are telling investors that the artificial ...