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In a note to clients on Monday, Bernstein analysts said the hyperscale cloud market remains on a strong, long-term growth path, with generative AI now taking center stage as the primary revenue driver ...
Virginia, Texas, Arizona, Illinois, and Georgia are seen as the top five U.S. states best positioned to benefit from the accelerating boom in data center construction, according to a new report from ...
Zoom shines with strong cash reserves, high margins, and buybacks. Risks from rivals loom, but ZM stock's solid foundation ...
Quantum computing is an interesting investment sector. Several companies compete in this field, ranging from tech giants to ...
Writing in a note to clients, analysts at UBS said that, following Huang’s comments, they now sense a "growing interest" in ...