ORCL's AI data center push is driving 14% revenue growth and a record backlog, but $50 billion in capex and negative cash ...

Oracle founder and CTO Larry Ellison has identified what he calls the critical limitation holding back AI models from Gemini ...

Artificial intelligence (AI) demand remains red-hot heading into 2026. The global AI market is projected to reach over $1.7 ...

Investor Dan Niles breaks down why 2026 could be messy for investors and shares exactly which stocks he’s betting on.

“There’s nothing like it,” said Mr. White. “Chattanooga will be in the global spotlight for technology and entertainment like ...

Today, Nvidia’s revenues are dominated by hardware sales. But when the AI bubble inevitably pops, the GPU giant will become ...

Kingdom Capital Advisors, a private investment firm, released its fourth-quarter 2025 investor letter. A copy of the letter ...

Tapasya Fund, an investment management company, released its fourth quarter 2025 investor letter. A copy of the letter can be ...

Lebanon’s Oracle deal promises digital reform but risks deepening dependency and exposure in a weakened state still at war ...

AWS, Cisco, CoreWeave, Nutanix and more make the inference case as hyperscalers, neoclouds, open clouds, and storage go ...

AI investment is reshaping software stocks as scale, data and execution drive long-term growth, says RBC Capital Markets’ ...

If ERP systems were judged the way consumer apps are, most would have been deleted years ago. And yet, organisations continue ...