Q4 2025 earnings call recap: record sales, EPS and cash flow, AI data center backlog surge, and 2026 guidance—read key insights now.

Jacobs Solutions Inc. is benefiting from the AI CapEx cycle, which has gone unnoticed by the market. Read why J stock is ...

Nucor (NYSE:NUE) says current U.S. steel tariffs are creating the most supportive import backdrop the company has seen in 30 years. Management reports that this tariff environment is strengthening ...

eSpeaks’ Corey Noles talks with Rob Israch, President of Tipalti, about what it means to lead with Global-First Finance and how companies can build scalable, compliant operations in an increasingly ...

The key is looking for changes that are about to happen, rather than ones that have already happened.

CEO Andy Jassy said AWS remains supply constrained, as demand for AI and cloud services continues to outstrip supply.

NuScale Power is positioning its small modular reactors to meet surging AI data center power demand, tying long-term growth to major U.S. nuclear projects.

Rising adoption of generative AI models from OpenAI and Anthropic directly affects the major cloud computing platforms.

Microsoft’s fair value estimate has been trimmed from US$622.19 to US$603.22, as fresh research folds in higher AI related capital spending and more cautious assumptions around how that investment ...

Appstinence Founder Gabriela Nguyen on how the organization is helping people disconnect from addictive apps, platforms, and ...

Intel has gotten a boost due to optimism around its latest server CPUs and following investments from the U.S. government and ...

India’s power demand is entering a structural upcycle. Grid expansion, renewables, storage, cooling, and data centers are reshaping capital allocation and creating long-term tailwinds for these 3 ...