Oracle's ORCL aggressive AI infrastructure build-out is once again testing investor patience, even as the underlying cloud ...
Regulatory filings and new business models suggest hyperscalers are shifting from simply building AI capacity to managing the ...
CoreWeave (NASDAQ:CRWV) stock is down 13% to $86.72 in early trading Wednesday, extending a stretch of heavy volatility for ...
Oracle Corporation (NYSE:ORCL) is one of the stocks with rising earnings estimates and fresh catalysts. The stock has 22 upward EPS revisions and 14 downward revisions for the upcoming fiscal year ...
On June 25, Oracle Corp. (NYSE:ORCL) revealed the third cohort of its Oracle Defense Ecosystem, comprising defense technology ...
Oracle cut about 21,000 jobs in fiscal 2026 as it restructures around AI and cloud infrastructure, raising questions for ...
Artificial intelligence has created an unusual investing environment. Companies willing to spend hundreds of billions of ...
Meta is developing a cloud infrastructure to sell AI computing access, competing with AWS, Azure, and Google Cloud.
Cisco is up 46% in 2026 while Oracle has slid 25%, and Wall Street sees up to 185% upside for one of them. Here's how the two ...
The cloud company's backlog has become a key gauge of AI demand.
These days, it is trying to become one of the most important players in AI data centers. Now, Oracle itself is warning ...
The job cuts made headlines. But the bigger story is what's funding them.