Oracle's AI-fueled sales growth enabled it to increase fiscal second-quarter earnings per share (EPS) by 24% year over year ...

That's likely because Oracle captured Meta Platforms, which is investing aggressively in AI, as a customer in its fiscal third quarter, so the social media giant's revenue contributions aren't ...

We recently published an article titled Jim Cramer Commented on 12 Stocks Linked to Data Centers. In this article, we are ...

Microsoft's data center lease cancellation raises questions about the industry's staggering growth. Experts say the market ...

I believe Nvidia's earnings report scheduled for February 26th will be the most pivotal. Read why I maintain my strong buy ...

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

So my view of this is any megatech that buys this other than meta to me becomes a sell that day if they pay, you know If it’s a 50 billion dollar valuation, I’m a seller of Oracle.

Meta, Google, Microsoft, and Oracle. The executive did not want to be identified by name because major customers in the industry prize confidentiality. "This is not new and definitely not the ...

SoftBank (9984.T), opens new tab and Meta did not immediately respond to ... SoftBank is also nearing a $6.5 billion buyout of Oracle-backed (ORCL.N), opens new tab chip designer Ampere, a deal ...

Tech giant Apple became the latest company to announce investments in the US, following similar promises made by its peers ...

The iShares Expanded Tech Sector ETF holds 289 stocks, and AI is central to most of the companies occupying its top positions. The ETF has delivered a compound annual return of 11% since 2001, which ...