Oracle's (ORCL) internal documents showed that the fast-growing cloud business has thin gross profit margins in the past year ...

Oracle became the best-performing megacap stock of 2025 after its executives said last month that the once-sleepy database ...

An unwinding could be even more painful today, as the top tech stocks account for roughly 35% of the S&P 500 Index, compared ...

OpenAI has signed a major deal with AMD in an effort to continue its expansion of AI infrastructure. The billion-dollar, ...

According to CNBC’s Jim Cramer, Jensen Huang, the CEO of Nvidia, said the company has entered its first ever direct ...

Shares of the world's largest contract chip maker rose 2.9% to a new intraday record of 1,440 New Taiwan dollars, equivalent to US$47.22, on Tuesday. OpenAI has committed to deploying 6 gigawatts of ...

Seeking Alpha's roundup of statements, announcements, and remarks that could impact the technology sector. Read more here.

AI boom's reliance on web of circular deals is also raising fears of a bubble. Read more at straitstimes.com. Read more at ...

Big Tech is set to spend $320 billion on capex, mainly for AI infrastructure like data centers. It's a construction boom unlike any in living memory.

OpenAI’s latest update allows ChatGPT to directly integrate with popular third-party apps like Spotify, Canva, Figma, Slack, ...

OpenAI secures trillion-dollar computing deals with NVDA, AMD, ORCL, and MSFT, reshaping the AI supply chain and emphasizing the importance of capital commitments in the industry.