Q1 2026 Earnings Call Transcript October 29, 2025 Microsoft Corporation beats earnings expectations. Reported EPS is $4.13, ...

Applied Optoelectronics sees rapid revenue growth from hyperscalers and AI data centers, with strong partnerships and margin ...

This creates a rare market asymmetry: The public sees "bubble" and flees everything AI-related, while sophisticated capital is making precise bets on deflation survivors. Here are three investment ...

True, market observers have reason to be concerned that the torrid pace of AI investment for data centers and top talent may ...

Utilities are investing in pricey grid upgrades as tech companies shrug off concerns about building too many data centers.

A huge nuclear deal announced by the Trump administration earlier this week provides a multi-billion-dollar incentive for the ...

Caterpillar has rallied ~40% since my latest update, seemingly driven by AI-powered growth in its Energy & Transportation ...

There’s no official read on how fast the US economy grew last quarter, thanks to the government shutdown. But almost everyone reckons it was a healthy pace — and that’s largely thanks to AI.

The construction of a new AI data center in the state is Michigan's largest one-time investment, Governor Gretchen Whitmer ...

A momentous week in the technology sector made it clear there is no sign the boom in building artificial intelligence ...

Here are seven unusual financial agreements helping to drive the ambitions of the poster child of the A.I. revolution.

Arrive AI and Ottonomy Inc. offer world’s first smart, secure storage units in healthcare, enabling robotic deliveries to be kept safe until human staff has time for them GREENFIELD, INDIANA / ACCESS ...