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 Jefferies analyst Brent Thill, Microsoft should report improved AI ...

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

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

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.

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 ...

President Trump's support for AI boosts Nvidia's position, with Project Stargate driving growth in data centers and the ...

Oracle shares have performed like some of the tech giants that have driven the market’s gains for the past two years ...

Microsoft ( MSFT, Financials) expanded its cloud computing and AI services to the Israeli Defense Forces during the 2023 Gaza conflict, according to a report from The Guardian. According to leaked ...