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

Oracle remains in focus as cloud infrastructure spending, AI workload demand, and enterprise software trends reshape the ...

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 ...

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 ...

Infrinia AI Cloud OS is SoftBank’s software stack designed by the firm’s own Infrinia development team, which supports Kubernetes-as-a-Service (KaaS) in a multi-tenant environment, and ...

AMD Advancing AI 2026 keynote on July 23 arrives as Cantor Fitzgerald raised AMD’s price target to $700 today. AMD Helios packs 31 TB of HBM4 memory versus Vera Rubin’s 20.7 TB — but trails Nvidia on ...

Meta is developing a cloud infrastructure to sell AI computing access, competing with AWS, Azure, and Google Cloud.

A running list of 2026 tech layoffs where employers cited AI, and why South African workers and companies should watch ...

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