A sharp pullback after a euphoric run leaves Oracle looking more balanced, with reasons to be optimistic and a few arguing ...

As companies shift massive AI workloads to the cloud, dependence on a few hyperscalers—AWS, Google Cloud, and Microsoft Azure—creates a single point of failure for critical AI infrastructure, a risk ...

Wedgewood Partners stated the following regarding Alphabet Inc. (NASDAQ:GOOG) in its third quarter 2025 investor letter: ...

Three standouts dominate this next wave of growth: Nvidia (NASDAQ: NVDA), Taiwan Semiconductor Manufacturing (NYSE: TSM), and ...

In Q3 of next year, Oracle Cloud Infrastructure (OCI) will be a launch partner for the first publicly available AI supercluster powered by 50 000 AMD Instinct MI450 Series GPUs. Demand for large-scale ...

US stocks fell on Thursday as a US-China trade war dragged on, while loan losses at regional banks fueled continued concerns ...

At Oracle AI World, Nvidia and Oracle announced they are deepening their collaboration to bolster sovereign AI initiatives and accelerate government digital transformation worldwide. By combining ...

AWS Isn’t the Only Option. On October 20, much of the online world came to a stop as one of the “record-keepers of the modern Internet” had a technical issue. A major outage ...

SambaNova, a next-gen AI infrastructure leader, today announces three breakthrough sovereign AI agreements with ...

We came across a bullish thesis on Booking Holdings Inc. on Business Model Mastery’s Substack by The Antifragile Investor. In ...

Walmart has 2.1 million employees with an estimated annual payroll of $79 billion. They are growing revenues about 4% ...

Oracle said on Thursday it expects cloud infrastructure revenue to grow to $166 billion in fiscal 2030, which would make up ...