Oracle stock faces fresh valuation debate as AI cloud spending, restructuring actions, and software demand reshape market ...

Oracle expanded its Defense Ecosystem with ten additional defense technology partners, deepening its role in AI and cloud ...

Oracle remains in focus as cloud infrastructure spending, AI workload demand, and enterprise software trends reshape the ...

Chief Executive Alex Karp’s recent broadside against the frontier model vendors put a knife to the throat of the central ...

Wall Street has shrugged off Oracle's AI spending before. This time the company's own paperwork is doing the warning.

Hyperscaler capex has ballooned to nearly $700 billion, up from roughly $400 billion just three months earlier, according to Applied Digital CEO Wes Cummins. Oracle’s transformation into an AI cloud ...

Part of the SD Times 100 2026 series. See the full SD Times 100 2026 list for every category and honoree. Every conversation ...

For three years the AI boom ran on capability claims and vibes. This year it runs on invoices. An inference platform most ...

Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q1 2026 investor ...

While acknowledging the broad corporate anxieties regarding artificial intelligence and human labour displacement ...

AMD Advancing AI 2026 keynote on July 23 arrives as Cantor Fitzgerald raised AMD’s price target to $700 today. AMD Helios packs 31 TB of HBM4 memory versus Vera Rubin’s 20.7 TB — but trails Nvidia on ...

AI data center startup Crusoe is in advanced talks to raise approximately $3 billion in a funding round that would nearly triple its valuation to around $30 ...