Wall Street has shrugged off Oracle's AI spending before. This time the company's own paperwork is doing the warning.

Hyperscaler capex has ballooned to nearly $700 billion, up from roughly $400 billion just three months earlier, according to Applied Digital CEO Wes Cummins. Oracle’s transformation into an AI cloud ...

Operators, auditors, and SEC filings now question AI lab economics. Inside the lab losses, Karp's warning, and Oracle's ...

Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q1 2026 investor ...

Applied Digital (APLD) and HIVE Digital (HIVE) both pulled back sharply despite APLD's $16 billion contracted backlog and HIVE's 158% revenue surge. Rezolve AI posted Q1 revenue of $60 million, up ...

Prices are rising, but the payoffs are not clear ...

AI infrastructure spending is surging—learn how to spot durable AI winners using free cash flow and contract backlogs, plus ...

Microsoft is reportedly preparing thousands of job cuts as AI spending rises, with sales, consulting, and Xbox among the areas expected to be affected. If you can only read one tech story a day, this ...

Happening soon: Gas Station Blues on the Seattle Patch calendar ...

France’s OVHcloud bets on frontier AI as Europe seeks alternatives to US models The company says the cost of training frontier AI models has fallen sharply, but analysts say the bigger challenge may ...

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