The AI boom's biggest political problem: voters love the product, hate the infrastructure. Here's how Trump and both parties are navigating the backlash.

While Dell chases the same AI boom, HPE's bet on enterprise and government customers is paying off with fatter margins and a stronger quarter.

Star Market profits quadruple on chip demand while the broader market lags, exposing a K-shaped recovery that investors can't ignore.

Citigroup projects a $12 trillion market cap for SpaceX, but banks' lofty price targets ignore the company's struggle to reach public-market exit velocity. Here's what the research really says.

The neocloud's latest loan shows how AI infrastructure is becoming a debt-fueled arms race with big implications for capital costs.

Congressional researchers say server farms burned 17 billion gallons in 2023, and the AI buildout has only accelerated demand since.

In Friday's Wall Street debut, SK Hynix turns AI RAM demand into a $26.5B fundraising moment that rewrites comps.