What we saw from big tech earnings thus far suggests that spending on artificial intelligence will increase next year.

The chip company faces a “solid” setup into next week’s earnings report, and will host an analyst day later in November.

The stock market has continued to rise. But it's been tricky. Palantir, Robinhood and AMD lead big earnings this week.

AMD and Nvidia will be powering two major U.S. government-backed AI infrastructure projects—AMD for Sovereign AI Factories and Nvidia for the DOE’s largest AI system yet.