Investors may look to rotate into a new batch of potential winners.

Artificial intelligence is reshaping how investors think about growth, competitive advantage, and long-term value. For years, Alphabet has been a default “AI leader” in many portfolios thanks to its ...

Microsoft's expanding Copilot ecosystem and enterprise software reach will make it one of the biggest beneficiaries of artificial intelligence (AI) software monetization in 2026.

There was a lot of talk in 2025 that artificial intelligence (AI) was headed to a bubble. After all, the bears reasoned, there's no way that companies will continue to accelerate their spending on AI ...

Analysts may be underestimating its earnings growth, but it could hit $5 trillion even if results are merely in line with ...

Taiwan Semiconductor Manufacturing makes most of the AI chips that power data centers. Big tech continues to lean heavily into AI with huge spending plans for 2026. Taiwan Semiconductor ...

Four top AI companies plan to spend $650 billion this year on the artificial intelligence build-out. Nebius Group has a market cap of only $21 billion and looks to be a good bet to outperform the rest ...