Alphabet-A (GOOGL)

Google may become a major AI chipmaker, and there are some clear winners from that development.

Space Exploration Technologies' biggest growth driver now is its AI segment, but those revenues lack protection against a key risk.

Alphabet is directly financing a $1.8 billion natural gas and microgrid expansion with Black Hills Corp in Cheyenne, Wyoming, reshaping the utility's valuation as a tech-adjacent infrastructure play.

Two tech titans are folding AI into the products billions already use, and that's exactly what makes them built to last.

The Tema Space Innovators ETF (NASA) is down 38% from its May high, weighed down by volatile, unprofitable holdings like SpaceX, AST SpaceMobile, Rocket Lab, and Viasat.

Nvidia is currently the only company in the world valued at more than $5 trillion.

Meta stock has rallied thanks for Muse. But there is one challenge in making the app a go-to shopping helper.

Google Cloud isn't the company's main breadwinner yet, but it's definitely moving the needle more than its other businesses.

SpaceX has become a highly diversified technology leader.

It has been a decade since Alphabet became an AI-first business.

The utility company scored a big win.

The diversified tech giants have been two of the biggest beneficiaries of the AI build-out.

Alphabet shares are consolidating near a technical breakout point, backed by strong margins, accelerating cloud growth, a cheap valuation, and a Buy consensus with nearly 22% upside from analysts.

Alphabet's accelerating cloud revenue growth comes with a high cost. Is it worth it?

The market has priced Google as if it is losing the AI race, but what is happening under the hood tells a different story.

SpaceX and Nvidia occupy two very different layers of the artificial intelligence (AI) value chain.

Marvell Technology projects fiscal 2031 revenue of up to $90 billion on custom AI chip demand, requiring 54% annual growth as investors weigh its premium valuation and hyperscaler dependence.

EMCOR Group, Dycom Industries, and United Rentals sit where AI CapEx meets a skilled labor shortage, turning electricians, fiber crews and equipment into growth.

There's an overlooked reason why custom chips could keep taking share of AI data centers.

The Oracle of Omaha’s under-the-radar portfolio has over $149 million put to work in two index funds that consistently print profits for long-term investors.

They may offer us important clues about what’s next for AI.

The utility company will supply 3.59 gigawatts of power to the tech giant under long-term agreements.

Picking winners and losers in the artificial intelligence industry hasn't been easy.