Morgan Stanley upgrades Booking Holdings to overweight from equal weight Morgan Stanley says the online travel company stock ...

NVDA and AVGO are riding on the AI boom, but higher EPS forecasts, data center dominance and a cheaper valuation tilt the ...

Nvidia stock has benefited from its role as the dominant provider of AI chips but Broadcom is posing the biggest threat yet to that position.

*Stock prices used were the after-market prices of Feb. 4, 2026. The video was published on Feb. 4, 2026.

Alphabet's massive capital expenditure plans are great news for computing providers.

K challenge Nvidia's $40K chips. UBS forecasts 3.7M shipments, $60B revenue in 2026. Cisco joins competition with G300 chip.

Bank of America Securities analyst Vivek Arya has raised his 2030 outlook for AI data-center systems, driven by a ...

Advanced Micro Devices has agreed to sell up to $60 billion worth of artificial intelligence chips to Meta Platforms over ...