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, ...
Oracle’s massive data-center buildout will require the company to take on new financing strategies — and new risks.
According to CNBC’s Jim Cramer, Jensen Huang, the CEO of Nvidia, said the company has entered its first ever direct ...
Nvidia (NVDA) at center of Wall Street's AI frenzy, with Microsoft (MSFT) committing billions to secure scarce computing ...
Goldman Sachs raised its 12-month price target for Nvidia to $210 from $200, citing stronger earnings prospects and strategic investments tied to OpenAI.
On September 8, IREN gave its monthly revenue update. Most of IREN's revenue still currently comes from Bitcoin mining, and ...
Shares in AMD soared 27% Monday morning, adding nearly $80 billion to the firm’s market cap as investors cheered the firm’s ...
Analysis: Exploding valuations and mountains of debt co-exist with a US government shutdown. How long can we stay on the hype-cycle rollercoaster?
Your weekly snapshot of cyber chaos: from Oracle 0-Day exploits to fresh spyware, phishing kits, and ransomware twists—here’s ...