The sizeable spending on AI infrastructure this year could be a massive tailwind for the two companies discussed in this ...

CoreWeave has a lot to gain from OpenAI's growth.

A niche in high-performance computing gives Oracle a cost advantage.

Nvidia, Equinix, and Digital Realty will profit from the AI boom.

Sandisk stock increased 16x in the past year as demand for artificial intelligence infrastructure led to a severe supply ...

Hyperscalers are planning to spend $500 billion on artificial intelligence (AI) infrastructure this year.

NVIDIA CEO Jensen Huang just told us what the market already knew but few wanted to price in: we need trillions more dollars ...

Nvidia purchased CoreWeave Class A common stock at $87.20 per share.

Global infrastructure spending remains structurally strong heading into year-end 2025, supported by aging assets, energy transition mandates, grid resiliency needs and the rapid expansion of ...

Everyone wants SpaceX exposure. Problem is, you can’t buy it. While retail investors fantasize about Starlink and Mars colonization, the real money is being made in unglamorous infrastructure powering ...

Two narratives will dominate the energy sector in 2026: stability and growth. Here are five companies poised to take advantage.

By Bharath Rajeswaran and Vivek Kumar M BENGALURU, Jan 28 (Reuters) - India's equity benchmarks rose on Wednesday, extending ...