Unlike CoreWeave, Nebius provides more than just AI hardware infrastructure to customers. Its cloud platform also offers ...

First, Oracle is experiencing a transition period -- effectively replacing slow-growth (or no-growth) segments of the ...

The latest episode of theCUBE  Pod — recorded right on the exchange floor — captures three powerful forces now reshaping Silicon Valley money: Washington’s deregulatory push, a suddenly liquid crypto ...

Lance Roberts is a seasoned financial strategist and economist with more than 30 years of experience in investment management, private banking and venture capital. He currently serves as chief ...

Nuclear power is having its moment again. After decades in the wilderness, small modular reactors (SMRs) are emerging as a potentially transformative technology, backed by close to $1 billion in new U ...

Fortunes have been made by investing in artificial intelligence (AI) stocks. But there's still a lot of room left to go. The ...

Nvidia ( NVDA -0.12%) is considered a pioneer in the artificial intelligence (AI) hardware market, and rightly so, as the ...

Palantir (NASDAQ:PLTR) is a colossal winner that’s just found a way to keep winning in 2025. With shares up more than 37% in ...

This AI giant dominates the market, and despite its explosive growth, the stock might be cheaper than you think.

Bloom Energy surged on AI hype and an Oracle deal, but valuation looks stretched and risks are rising ahead of earnings. Read ...

Citigroup analyst Atif Malik recently raised his outlook on the total addressable market (TAM) for data center AI chips to ...

Intel Corp. tumbled in premarket trading after Chief Executive Officer Lip-Bu Tan sparked concerns that he was more focused ...