In 2014, Jayalalithaa had posed the question to the Tamil Nadu electorate,"Gujarat Modiyaa Tamil Nadu odu intha ...

Micron's surging capex, now guided at $25B for FY26, is catalyzing a construction boom in the memory industry, directly benefiting WFE vendors. LRCX, AMAT, and KLAC are best positioned to capitalize ...

Micron Technology (MU) CFO Mark Murphy indicated during his company's second quarter fiscal 2026 earnings call that they plan to increase capital expenditures for the year by at least 25%, which ...

Nvidia boasts unprecedented 75% gross margins as the “picks and shovels” AI play benefiting from hyperscaler GPU orders, while Microsoft and Alphabet demonstrate early success with cloud growth rates ...

As a longtime—and happy—Microsoft shareholder, I appreciated Adam Levine’s cover story (“Microsoft Stock Hasn’t Been This Cheap in a Decade. It’s Time to Buy,” March 12). Following the period from ...

Tencent is preparing a sharp escalation in artificial intelligence investment, with plans to more than double spending to over CNY36 billion (US$5.2 billion) in 2026, even as chip export restrictions ...

CNBC's MacKenzie Sigalos reports that Micron raised current-year fiscal capex to $25 billion and said construction-related spending will climb by more than $10 billion in fiscal 2027 as it races to ...

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