Chinese artificial intelligence (AI) startup DeepSeek revealed shocked U.S. investors with claims it built its models at a fraction of the cost and with lower-tier chips. Companies like Microsoft (MSFT),

Financial writer analyzes ORCL's performance in the generative AI boom, warns of inflated valuations, and recommends taking profits.

Cloud computing giant Oracle (NYSE: ORCL) has delivered impressive gains in the past year, rising more than 48% on the market as compared to the 25% gains registered by the Nasdaq Composite index over the same period (as of this writing).

Oracle looks like a big winner from the new Stargate Project. The tech giant began working more closely with OpenAI last summer. Oracle is outgrowing leaders like Amazon in cloud-infrastructure revenue.

President Donald Trump has denied holding talks with Oracle (ORCL) about a TikTok deal, saying that he has “spoken to many people about

US stocks have dropped sharply after a surprise advancement from a Chinese artificial intelligence company, DeepSeek, threatened the aura of invincibility surrounding America's technology industry.

If there were any fears that spending on artificial intelligence (AI) infrastructure was about to slow down, that was put to rest when President Donald Trump announced the new Stargate AI project last week.

TikTok's fate remains uncertain as Apple, Google, and Oracle have differing approaches due to their interests. Trump's support for Oracle and potential buyers adds to the drama.

Oracle on Tuesday released a new set of artificial intelligence agents to help salespeople with a range of tasks around dealing with customers. U.S.-based Oracle is among a wave of big tech companies focusing on creating virtual assistants that can tackle repetitive or difficult tasks with more autonomy.

TikTok has announced that it will cease operations in the U.S. on Sunday, unless the Biden administration provides assurances to tech giants.

Broadcom Inc. (AVGO), and Motorola Solutions (MSI). This theme touches a select group of stocks in almost every industry. We have built two investment products that leverage this theme: a UIT with our partner SmartTrust and a Separately Managed Account that is on several platforms.

Key Takeaways Despite the success of a Chinese start-up's $6 million AI model, tech giants Microsoft, Alphabet, Amazon and Meta are unlikely to change their plans to spend hundreds of billions of dollars on AI infrastructure this year,