Daniel Sparks

The data-cloud company just reaccelerated and raised its outlook, and the rest of the group is starting to follow.

AI spending is spilling out of semiconductors and into the servers and software that put those chips to work.

The chip designer heads into its report at an all-time high, with one number set to dominate the conversation.

The tech giant heads into its developer conference with one reveal carrying more weight than the rest.

Some chip stocks posted blistering May gains on AI demand, but their stretched valuations leave little room for disappointment.

The major index funds are near record highs, but one risk hiding in plain sight could change the math for new money.

Both tech giants are pouring tens of billions into AI infrastructure -- and both throw off enough cash to keep doing it for years.

A new laptop chip barely moves the needle for the AI giant -- but it strikes at the heart of what its rivals sell.

As the hyperscalers pour record sums into data centers, the electric utilities that power them are emerging as an overlooked way to play the boom.

A record quarter sent the enterprise-hardware company's stock soaring, but can the stock hold onto these gains?