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Microsoft Reportedly Eyes 38 GW of Data-Center Capacity by 2032

If realized, the plan would force much larger power and spending programs to meet surging AI workloads.

Snowflake Pushes to Be Enterprise AI Control Layer as Analysts Raise Price Targets

Broadcom’s AI Boom Draws Bullish Calls as DA Davidson Warns on Insourcing Risk

UBS Reaffirms Bullish AI Path for Broadcom as Shares Whipsaw

Rivian Readies In‑House AI Assistant Integrated With Vehicle Controls

MP Materials, Pentagon and Maaden Finalize Saudi Rare‑Earth Joint Venture

Rothschild Redburn Downgrades Amazon and Microsoft on Gen‑AI Profitability Concerns

JPMorgan Upgrades Coinbase to Overweight, Sets $404 Target on Base Token, USDC Strategy

Oppenheimer Reaffirms Buy on Citigroup, Cuts Target to $123 as Analysts Tout Value