Oracle stock popped as the company reported strong fiscal third-quarter earnings and reassured investors about its AI cloud computing plans. CEO Clayton Magouyrk touted Oracle's ...

Stargate's Texas data center expansion to 2GW could be axed, capping it at 1.2GW The Abilene campus has already faced a number of challenges OpenAI may want to focus on accommodating newer chips ...

Oracle (ORCL) down 22% YTD to $151.56 despite $523B in Remaining Performance Obligations up 438% and multicloud database up 817%. Nvidia (NVDA) data center revenue $62.31B up 75%, Broadcom (AVGO) AI ...

Oracle is increasingly well positioned to benefit from AI through its infrastructure software segment and by embedding AI into its applications. Oracle’s leverage adds risk to the investment thesis.

Every time Samuel publishes a story, you’ll get an alert straight to your inbox! Enter your email By clicking “Sign up”, you agree to receive emails from ...

Companies including Google, Microsoft, and Palantir were listed as targets by Iranian media as the conflict with Israel and the US spills into digital infrastructure. Major US technology companies ...