On the data center side, the critical item is schedule confidence into Helios rack-scale systems (MI400 + EPYC Venice) and ...

As for the AI bubble, it is coming up for conversation because it is now having a material effect on the economy at large.

To understand what is in the cards for Nvidia in 2026, we need to go back and take a look at the most important moves the ...

Oracle’s stock fell more than 12% on Thursday on growing fears about the software giant’s massive AI spending — shaving more than $30 billion off co-founder Larry Ellison’s fortune. The Texas-based ...

Oracle might have an OpenAI problem. Oracle (ORCL) stock has tumbled over 40% from its September peak, erasing more than $360 billion from its market capitalization. Nearly $67 billion of that decline ...

Oracle denies delaying OpenAI data centers to 2028 due to shortages Investors worried about Oracle's debt-fueled AI infrastructure buildout Market sensitive to AI delays, scrutinizing spending payoffs ...

Oracle shares drop after dour forecast, higher capex AI-related stocks including Nvidia fall At least 13 brokerages slash PT on stock following results Dec 11 (Reuters) - Oracle (ORCL.N), opens new ...

Oracle is confirmed as a Buy, despite a post-earnings sell-off and near-term volatility. ORCL's cloud segment surged 34% YoY, now its primary growth engine, while legacy software declined 3%. Massive ...

Oracle recently reported disappointing earnings. Broadcom's backlog of orders failed to excite artificial intelligence investors. Investors are concerned about valuations, intense spending on ...

After five decades of selling enterprise software, Oracle ORCL0.41%increase; green up pointing triangle has amassed a lot of very large customers. But never before has the company’s fate hinged so ...