Gene Munster says AI infrastructure fundamentals stay strong, with CapEx upside and key earnings ahead—read now.

The stock market's tech-fueled frenzy has a few more years to run before the air comes out of investors' favorite trade. That's according to Gene Munster, a top tech analyst and a managing partner at ...

Tech stocks occupy a unique position in the market. They carry some of the highest valuations of any sector, which means they price in enormous future growth expectations and react violently when ...

Stock markets have been firmly set in a “beat and raise” focus heading into the start of a crucial earnings season, and their reaction Tuesday to a manifestly impressive set of figures from the ...

A Big Tech trade group has expressed concern over the Trump administration declaring Anthropic (ANTHRO) a "supply chain risk" because it won't allow the U.S. military to use its AI technology without ...

Alphabet, the parent company of Google and YouTube, reported stronger-than-expected first-quarter growth Thursday Intel reported first-quarter results Thursday that beat analysts' estimates, but also ...

Recently, the contrasting perspectives of two very different Democratic leaders have come sharply into focus as they presented forthright accounts of their ideologies. On the one hand, Democratic ...

In sparking his global trade war, Donald Trump seems to have maintained a glaring blind spot when it comes to protecting one of America’s greatest trade advantages: the export of digital services.