Wolfe Research calls Palantir's AI platform best-in-class, but flags its lofty valuation. Here's why one analyst says the stock is "too big to ignore."

Citi upgrades AMD stock to Buy, raises price target to $575, citing massive GPU sales potential at Meta and a booming agentic AI server CPU market worth over $137 billion.

Nebius will join the Nasdaq-100 on June 22. Here is what that means for your portfolio, from index fund flows to the AI cloud buildout.

Salesforce acquires AI agent firm Fin for $3.6 billion, adding a customer service agent that resolves 76% of support queries to its Agentforce platform.

Nvidia pulled off a rare $25 billion bond sale, drawing over $85 billion in orders as investors scramble for AI exposure. Here is what it means for the chip giant.

Meta Platforms is planting a bigger flag in India as its AI spending climbs into the hundreds of billions.

Oracle's Mike Sicilia says token-based, outcome-driven AI pricing gives businesses a smarter, more predictable way to manage rising AI costs.

The world's most important chipmaker just gave investors another reason to believe the AI boom is far from over.

Iran's threats against Starlink and SpaceX assets arrive just as the rocket company prepares for the biggest IPO in Wall Street history.

A top executive trimmed most of her stake. But Verizon's turnaround story makes the read more complicated than it looks.