Despite high debt, Oracle's fair valuation relative to Amazon and Microsoft, along with strong RPO growth, reinforces its ...

Bank of America recently said that the DeepSeek breakthrough could impact Oracle Corporation (NYSE:ORCL) negatively.

Live Updates Financials Fly and Project Stargate Advances 2:36 pm The markets are holding onto fractional gains for the day, ...

If there were any fears that spending on AI infrastructure was about to slow down, that was put to rest when Trump announced ...

America’s largest companies are making deals with Elon Musk’s businesses or touting links with him as he solidifies his power in Donald Trump’s ...

Catch up on the top industries and stocks that were impacted, or were predicted to be impacted, by the comments, actions and policies of ...

Everyone knows Nvidia (NVDA) is a stock of a lifetime. It’s up 1,700%+ since we first recommended it in September 2018. And ...

Worldwide Public Cloud Infrastructure as a Service 2025 Vendor Assessment (doc #US51813824, January 2025). A complimentary excerpt is available ...

Why DeepSeek could be a Sputnik moment for US tech companies? How DeepSeek may end up giving a boost to Google, Amazon, ...

News from China upset U.S. markets this week and disrupted the frenzy that had built up around artificial intelligence. A company called DeepSeek announced that it had developed a large language model ...

Wall Street shocked by DeepSeek AI's low-cost, high-performance model using reduced-capacity Nvidia GPUs. Competitors take a hit, but potential for innovation and affordability in AI technology.