On the data center side, the critical item is schedule confidence into Helios rack-scale systems (MI400 + EPYC Venice) and ...

Some stories, though, were more impactful or popular with our readers than others. This article explores 15 of the biggest ...

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 ...

US stocks rose on Friday after snapping a recent losing streak, as signs of cooling inflation and waning AI worries buoyed Wall Street optimism toward the tail end of a topsy-turvy week. With the late ...

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 ...

Dec 12 : Oracle denied on Friday a media report that it was delaying OpenAI-related data centers, following investor worries over its debt-fueled AI infrastructure buildout. Bloomberg News had earlier ...

Simply sign up to the US equities myFT Digest -- delivered directly to your inbox. US tech stocks slumped on Friday as a sharp decline in Broadcom’s shares following the chipmaker’s earnings reignited ...

Oracle has plowed more than $20 billion into capital expenditure in the first half of its financial year, as the tech company rushes to build out data centers for artificial intelligence. Oracle said ...

Oracle stock fell 11% today, as investors fret over how much the company is spending to build out AI data centers for OpenAI and others. Oracle Chairman Larry Ellison, whose roughly 40% stake has made ...

Dec 11 : Oracle shares slumped nearly 11 per cent in premarket trading on Thursday after downbeat forecasts and higher capex fanned worries that its massive AI investments are taking longer than ...