Microsoft has a long history with OpenAI, having invested in the company as early as 2019, well ahead of the release of ...

Palantir seemingly has no limit, with its stock continuing to generate impressive gains despite a high valuation. Oracle suddenly became a significant beneficiary of AI in September, but the stock has ...

The AI arms race is heating up, and its effects are starting to show up where investors actually care – on the Big Tech balance sheets. According to UBS, global AI capex is now expected to hit $423 ...

Oracle’s stock fell more than 12% on Thursday on growing fears about the software giant’s massive AI spending — shaving more than $30 billion off co-founder Larry Ellison’s fortune. The Texas-based ...

Oracle's $300 bln OpenAI contract raises revenue exposure concerns Its credit default swaps hit record highs amid heavy borrowing Stock has erased all the gains from a 36% jump in September Dec 9 ...

Nvidia is growing revenue and profits much faster than Oracle, thanks to surging demand for its AI computing platforms. Oracle is leaning on its cloud backlog and large AI deals, but its current ...

Market sentiment remains jittery as investors weigh high valuations and upcoming earnings, especially Nvidia's report. Cisco (CSCO) surged on strong AI infrastructure orders, while Oracle (ORCL) fell ...

With Oracle stock decreasing 10% in a week, it’s prudent to reassess it in relation to its competitors. The recent sell-off comes amid concerns about the margins for the company’s cloud computing ...

New AI Agent Marketplace empowers customers to seamlessly deploy partner-built AI agents within Oracle Fusion Cloud Applications to simplify workflows and maximize productivity "The age of intelligent ...

Microsoft and Oracle both hold key contracts with OpenAI and other generative AI developers. Cash flow could be a key factor in the race to build out capacity. One has a much more attractive valuation ...