AMD and NVIDIA both just delivered the kind of quarters that make me grin at my screen. But here's why AMD is poised to stay ...
Oracle is set to report its fiscal fourth-quarter results shortly, and analysts are expecting double-digit growth in earnings ...
Wedbush Securities' Dan Ives has initiated Oracle with an Outperform rating and a $225 price target, signaling nearly 28% upside despite a sharp 2026 stock decline. Ives argues the market is ...
Nike and Lululemon Athletica have established brands, but is that enough to warrant a forever place in your portfolio?
The big five hyperscalers plan to spend a total of more than $700 billion on artificial intelligence (AI) infrastructure this ...
PIMCO bought $10B of Oracle's record $16.3B data centre bond deal after US banks pulled back. The Michigan campus is part of $72B in Stargate infrastructure debt with a 19.5-year maturity.
Oracle (ORCL) stock rose 2% pre-market after Wedbush initiated coverage with an Outperform rating and $225 price target, ...
The reported scrapped $1.1B–$1.4B Nvidia rack order from Oracle is a direct hit to near-term AI server demand visibility and ...
Cohere and Aleph Alpha, two trusted sovereign AI providers for governments and regulated industries, today announce their plan to join forces. This transatlantic alliance would combine Cohere's global ...
Oracle is making good progress toward becoming a primary infrastructure provider for artificial intelligence models, which ...
The New Mexico State Ethics Commission on Thursday filed a lawsuit against Elevate New Mexico, the anonymous, out-of-state ...
Despite a new chip challenge from Google and a billion-dollar contract loss hitting one of its key suppliers, Nvidia remains ...
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