Shares of Palantir Technologies PLTR continue attracting strong investor attention, and one metric increasingly explains why: ...

Broadcom’s AI bookings remain the key proof point, with investors watching whether custom chip demand can convert quickly ...

Okta's growing backlog and expanding AI identity opportunity boost visibility, with RPO reaching $4.72B and AI-driven demand gaining traction.

SoftBank Group is closely tied to the AI boom through its stake in Arm Holdings, whose chip designs are used in AI servers ...

TheFly reported on May 13 that RBC Capital increased its price target on Q to $200 from $150 while maintaining an Outperform ...

With AI initiatives succeeding only about half the time, a Gartner researcher highlighted what differentiates high-performing ...

By Zaheer Kachwala and Max A. Cherney May 5 (Reuters) - Advanced Micro Devices forecast second-quarter revenue above Wall Street expectations on Tuesday, helped by keen demand for its data-center ...

The AI tailwinds have really powered energy stocks over the past year, thanks to a looming surge in demand driven by new AI data centers coming online. Undoubtedly, it's not just the energy companies ...

AI leaders continue to report strong earnings growth, with profits rising faster than share prices, leading to multiple compression across parts of the sector. The AI cycle is evolving across four ...

Salesforce continues to see early success with AI agents, and the company now has more than 4,000 paid customers for its Agentforce platform. Agentforce has already reached annual recurring revenue ...

June 2 (Reuters) - Palo Alto Networks raised its annual revenue and profit forecast on Tuesday, as enterprises increased ...