Alphabet-A (GOOGL)

Oracle's cloud backlog has swelled to $664 billion, and the stock has pulled back. Here's why long-term investors may want to take a closer look.

Broadcom supplies some of the best data center chips and components for developing artificial intelligence.

Three of these companies are pure plays burning cash in pursuit of a market that barely exists yet. For the other three, quantum computing is a sideshow -- so far.

This exchange-traded fund consistently outperforms the S&P 500 thanks to its concentrated portfolio of growth stocks.

Stock market valuations are hovering near historically high, dangerous levels.

A record backlog and accelerating cloud growth could be enough to more than double the stock by 2029.

AI chip sales could generate 35% of cloud revenue, says Evercore ISI.

Will robotaxis dominate transportation in the future, or will individual consumers demand to own their own vehicles?

Hyperscalers are flocking to Wyoming, creating a growth opportunity for regional utility Black Hills.

There has been considerable debate about how much longer the AI trade can continue.

Abel is a fan of portfolio concentration, with nearly $161 billion of Berkshire’s invested assets in its top-three holdings.

New plans for Azure could leave less room for Nvidia.

Nvidia can't win without this chip designer.

Micron has a long history of volatility. What does the current drawdown mean for investors?

Timelines may not mean much to Tesla, but they do to shareholders.

Data centers need massive amounts of power, and this reliable dividend stock is capitalizing on that demand.

It could be a runaway hit, but Apple has bigger plans...

The AI build-out is shifting the leaders in the Magnificent Seven.

Tesla's robotaxi ambitions are finally showing measurable progress.

Two very different leaders are both noticing a concerning trend.

International stock ETFs offer superior diversification, lower valuations, and higher yields than S&P 500 ETFs like VOO.

Abel got the keys to the Omaha conglomerate after it lagged the overall market for a decade.

Alphabet still holds tremendous upside potential and would likely fare better in an AI bust than many investors might assume.

These top hardware suppliers are capitalizing on surging data center investment.