The AI trade isn't about Nvidia anymore, according to Goldman Sachs. Instead, invest in companies with AI-enabled revenues.

Palantir Technologies (PLTR) has been among the best-performing stocks over the past 12 months, driven by improving earnings, enthusiasm for

Jared Cohen, Goldman Sachs president of global affairs, Goldman Sachs Global Institute co-head and former CEO of Google's Jigsaw, joins 'Squawk Box' to discuss the AI economy's massive vulnerability,

The Vanguard Utilities ETF tracks 69 U.S. companies in the utilities sector. The index fund is most heavily weighted toward electric utilities (61%) and multi-utility companies (25%), but also provides exposure to independent power producers (6%), gas utilities (5%), and water utilities (3%). The five largest holdings are listed by weight below:

As tech companies launch agentic AI that can execute tasks as well as generate content and reason, banks are putting frameworks and controls in place to start taking advantage.

To continue developing new AI models and processing all of the requests being made by current ones, companies need to upgrade their data centers to accelerate their computing power. That means, according to Nvidia's earnings calls, that tech giants are transitioning from general-purpose data centers to AI ones.

Generative AI’s value is becoming more transparent. Learn why AI champions, reskilling and continuous learning are critical for IT leaders.

Goldman Sachs analysts have revised their forecast for Chinas AI-driven economic growth, projecting a faster adoption rate and a greater impact on GDP than previously expected. The bank now estimates AI will boost

The AI trade isn't about Nvidia anymore, according to Goldman Sachs. Instead, invest in companies with AI-enabled revenues. The top US merger banker last year was a woman. Meet her and 19 other ...

Advanced Micro Devices (AMD) stock has declined 13.3% so far this year and plunged more than 40% over the past year, as investors and analysts