Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle and ...

Financial writer analyzes ORCL's performance in the generative AI boom, warns of inflated valuations, and recommends taking ...

Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle, and ...

Oracle's shares have surged ~50% over the past year, driven by accelerating cloud infrastructure growth and attractive ...

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

"This will be a defining year for AI," Zuckerberg said in a Facebook post. "Over the coming years, it will drive our core ...

Stocks Feeling the Heat. In this article, we are going to take a look at where Oracle Corporation (NYSE:ORCL) stands against ...

Much of the capital investment, a big jump from 2024, will fund expansion of Meta’s data centers, which provide the computing ...

If there were any fears that spending on artificial intelligence (AI) infrastructure was about to slow down, that was put to ...

DeepSeek's large-language-model launch could wipe nearly $1 trillion in market value from the biggest U.S. tech companies.

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 ...

President Donald Trump has denied holding talks with Oracle (ORCL) about a TikTok deal, saying that he has “spoken to many people about ...