Microsoft trades at a premium P/S as AI investments surge. Strong cloud growth and Copilot expansion support the outlook, but high capex and valuation...

Microsoft trades at a premium P/S as AI investments surge. Strong cloud growth and Copilot expansion support the outlook, but high capex and valuation...

NVIDIA, Microsoft and JPMorgan lead fresh Zacks reports, spotlighting AI momentum, cloud growth and banking resilience.

Alphabet, Cisco and PepsiCo draw analyst focus as AI, cloud demand and global beverage momentum drive growth, though competition and cost pressures...

Alphabet, Cisco and PepsiCo draw analyst focus as AI, cloud demand and global beverage momentum drive growth, though competition and cost pressures...

CoreWeave hits $5.1B revenue, backlog jumps to $66.8B as Nvidia backs its AI buildout, despite debt and post-IPO selling pressures.

AVGO heads into Q1 with AI revenues seen doubling to $8.2B and a $10B switch backlog, but valuation and margin risks cloud the outlook.

CRWV's backlog surged to $66.8B, up more than fourfold in a year, highlighting strong AI cloud demand and supporting aggressive data center expansion...

CRWV's backlog surged to $66.8B, up more than fourfold in a year, highlighting strong AI cloud demand and supporting aggressive data center expansion...

Nvidia slips 6% after blowout Q4 as AI spending fears grow, but $78B revenue guidance and rising EPS estimates suggest the dip may not last.