Oppenheimer analyst Jason Helfstein raised the firm’s price target on Alphabet (GOOGL) (GOOG) to $225 from $215 and keeps an Outperform rating

Microsoft's disappointing Azure numbers are "neutral to modestly negative" for rivals Amazon.com and Alphabet, according to RBC Capital Markets analyst Brad Erickson. Alphabet stock rose 1% while Amazon's was marginally lower.

Meta Platforms (META), the parent company of Facebook, Instagram, WhatsApp, Oculus, Threads and other brands, is scheduled to report fourth

Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle and SoftBank are leading the newly announced Stargate initiative under President Trump — a project aiming to invest $500 billion into AI frameworks over the coming years.

The meteoric rise of Chinese start-up DeepSeek may have shaken Wall Street's confidence in some favorite trades, but it’s unlikely to change the immediate outlook for the spending that has fueled the AI rally,

Meta rarely invests in startups, but it works with Databricks on the Llama open-source models that Meta trains.

Single-stock ETFs tied to Meta Platforms Inc. and Alphabet Inc. have been fluctuating based on the odds of a TikTok ban. The two companies own social media platforms that would benefit from the ...

XLC is poised for significant returns due to strong earnings growth, cheap valuations, and diversification. Learn why the Fund is a Buy.

Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle, and SoftBank are leading the newly announced Stargate initiative under President Trump -- a project aiming to invest $500 billion into AI frameworks over the coming years.

Nvidia stock has rallied over 132%, thanks to the robust demand for its advanced GPUs (graphics processing units) that are required to power AI models. The impressive growth in the company’s revenue and earnings in recent quarters reflects the solid momentum that NVDA’s GPUs are witnessing due to the ongoing generative AI boom.

Bernstein analysts at SocGen Group adjusted their outlook on Alphabet Inc. (NASDAQ:GOOGL) by increasing the price target from $185.00 to $210.00, while maintaining a Market Perform rating on the shares.