On the data center side, the critical item is schedule confidence into Helios rack-scale systems (MI400 + EPYC Venice) and ...
Shares of enterprise software giant Oracle (NYSE:ORCL) jumped 2.9% in the afternoon session after the stock's positive momentum continued as reports surfaced that its U.S. joint venture, alongside ...
Oracle Corp (NYSE:ORCL) just spurred another tech selloff, despite the company denying a Financial Times report that Blue Owl Capital's plans to finance its $10 billion Michigan data center fell ...
Oracle lost a major financing partner for its Michigan data center, adding pressure to an already difficult week for the stock. The market is pricing Oracle bonds as riskier than its official credit ...
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From Oracle to Broadcom, the concerns about artificial intelligence stocks are starting to pile up
Artificial intelligence stocks now trade at high valuations. The large AI players are investing tens of billions, if not hundreds of billions, into AI infrastructure, such as data centers. Investors ...
Seeking Alpha analysts turned bullish on Oracle Corporation (ORCL) this week as the database software maker posted its worst weekly performance in more than seven years on Friday after its fiscal Q2 ...
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