Goldman sees more than another wave of AI spending Palantir Technologies (NASDAQ: PLTR) is approaching its record high again, but Goldman Sachs thinks the more important move may be happening inside the business. Goldman analyst Gabriela Borges upgraded Palantir from

TSMC does not need to pick the next AI winner Taiwan Semiconductor Manufacturing (NYSE: TSM) has already delivered one of the strongest semiconductor runs of the year. Shares are up nearly 40% in 2026, and the stock has recently pushed

Google does not want to wait for new power plants Google (NASDAQ: GOOGL) has spent years racing to secure more chips for AI. Now it is locking up the electricity needed to run them. A new agreement with Constellation Energy

AI infrastructure now needs its own financing industry Broadcom (NASDAQ: AVGO) is preparing to do something much bigger than sell Anthropic chips. The semiconductor company has agreed to provide Anthropic with up to $42 billion of financing as the Claude

Anthropic found the part of AI companies will actually pay for OpenAI may have introduced generative AI to the mass market, but Anthropic is increasingly making the stronger case inside the enterprise. According to a leaked S-1 obtained by Reuters,

Akamai just landed the kind of contract that can change a company’s story Akamai Technologies (NASDAQ: AKAM) has spent years being known primarily for content delivery and cybersecurity. A new deal with Anthropic could force the market to look at

Zuckerberg’s expensive AI reset is starting to make sense When Meta (NASDAQ: META) committed $14.3 billion to Scale AI in 2025 and brought founder Alexandr Wang into the company, the price immediately raised eyebrows. Meta was trying to close ground

The AI boom is running into city hall The largest technology companies have committed hundreds of billions of dollars to AI infrastructure, but money does not guarantee that a data center gets built. Between April and June, 45 U.S. projects

AI’s latest scare created an unexpected winner The same warnings that rattled chipmakers this week have sent cybersecurity stocks in the opposite direction. CrowdStrike (NASDAQ: CRWD) is up roughly 14% since Monday, while Okta (NASDAQ: OKTA) has gained 10% and