Oppenheimer believes that a sharp recent pullback in Oracle has created an attractive risk-reward balance for investors. The ...

The deal could ease some of Wall Street's fears about Amazon's monster $200 billion capex spending, and accelerate its ...

Oracle and Red Bull Racing announced on Thursday a multi-year extension of their data-driven Formula One title partnership and heralded a 'ground-breaking' AI-powered strategy agent for the sport's ...

Oracle shares gained 2% on Monday after Wall Street analysts said the software company's $50 billion fundraising plan allays ...

Oracle sets out refreshed approach to MySQL ...

Oracle faces cloud competition and earnings volatility, yet AI-driven infrastructure growth and strong cash flow aim to power ...

OpenAI's ambitious $500 billion Stargate data centre project is facing significant setbacks, including stalled timelines and financing issues. Originally planned as a historic AI infrastructure ...

Oracle, Intuitive Surgical and Analog Devices lead fresh research as cloud growth, robotic momentum and AI tailwinds battle margin and tariff risks.

When President Donald Trump announced the $500 billion Stargate AI data center project in January 2025, the three companies charged with developing it promised to move with lightning speed, spending ...

Oracle is raising more debt and Nvidia is walking back its OpenAI investment target. Both are signs that the AI trade could be on shaky ground, according to one analyst. OpenAI, led by CEO Sam Altman, ...

A report by Dell’Oro Group noted a multi-year AI expansion cycle is projected to drive worldwide data centre capex to $1.7 trillion by 2030, driven by hyperscalers, “neo cloud” service providers and ...

Meta's deal with AMD comes only days after it had agreed to deploy millions of processors over the next few years from AMD rival Nvidia.