Despite high debt, Oracle's fair valuation relative to Amazon and Microsoft, along with strong RPO growth, reinforces its ...

Oracle Cloud Infrastructure (OCI) technology has been gaining traction after the company signed deals for the tech with major companies including Meta and Amazon. Oracle (ORCL) has been ...

Read here for an analysis of David Tepper's latest investment moves: new stakes, disposals, and significant increases in key ...

If there were any fears that spending on AI infrastructure was about to slow down, that was put to rest when Trump announced ...

Oracle Corporation (NYSE:ORCL), a leading provider of enterprise software and cloud services with a market capitalization of ...

Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle and SoftBank are leading the newly announced Stargate initiative under President ...

President Trump's $500 billion AI project, dubbed Stargate, appears to be in jeopardy. Shortly after his inauguration on Jan. 20, President Donald Trump hosted an event at the White House that ...

Meta Platforms will invest up to $65 billion in 2025 to expand its AI infrastructure, significantly increasing from its $38-40 billion spending in 202 ...

While stressing Meta's demographic advantage and the possible unfavorable market reaction to an overpriced sale, Doug and Lee ...

Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle, and SoftBank are leading the newly announced Stargate initiative under President ...

Big players like Meta and Microsoft are monitoring the development ... beating its benchmark by 150 percentage points (see more details here). Oracle Corporation (NYSE:ORCL) lost around $70 ...