Regulatory filings and new business models suggest hyperscalers are shifting from simply building AI capacity to managing the ...

Oracle’s cloud pivot could still pay off in a big way. Demand for AI computing is enormous, and the company has the contracts ...

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Enterprise Products Partners didn't make ...

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

Salesforce’s acquisition of Informatica shifts the data foundation from being strategic to more structural, as the customer ...

Discusses AI Solutions, Product Advancements, and Strategic Opportunities in Data Transformation July 7, 2026 3:00 PM ...

NAIC has confirmed it was targeted in the recent hacking campaign that exploited an Oracle PeopleSoft zero-day vulnerability.

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 ...

Operators, auditors, and SEC filings now question AI lab economics. Inside the lab losses, Karp's warning, and Oracle's ...

Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) is finally getting the AI story it has been chasing for a decade. Q1 2026 revenue landed at $10.25B, up 37.85% YoY, with Data Center now the ...

U. S. equity futures traded lower on Wednesday as investors assessed renewed military action between the United States and Iran while awaiting a closely watched inflation report and quarterly results ...

Tech leaders are under pressure to satisfy growing demand for AI while keeping a lid on costs. That is becoming harder as ...