Alphabet CEO Sundar Pichai says no company, including Google, would be immune if the artificial intelligence market were to ...

Discover why Amazon's AI strategy focuses on owning infrastructure, not interfaces, and how this impacts its valuation during ...

Google, Amazon, AMD and Nvidia’s own customers are rising to challenge the 800-pound gorilla.

Alphabet’s TPUs are gaining investor hype as analysts say the company could capture a share of the $900 billion AI-chip ...

There are lots of AI stocks that will play important roles in 2026, but if I had to choose three to buy right now, my picks ...

Ackman's 13F portfolio value increased from ~$13.73B to ~$14.64B this quarter. The number of positions remained steady at 10.

Alphabet’s TPUs are reshaping the semiconductor race as rising demand and new supply deals strengthen its position in AI ...

Anthropic is locking in massive TPU capacity on Google Cloud—up to one million chips over the life of the deal—mirroring its ...