Regulatory filings and new business models suggest hyperscalers are shifting from simply building AI capacity to managing the ...
Oracle is introducing Oracle Deep Data Security, shifting enforcement to where the data lives along with making controls explicit, inspectable, and reusable across applications. Oracle Deep Data ...
Operators, auditors, and SEC filings now question AI lab economics. Inside the lab losses, Karp's warning, and Oracle's ...
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 ...
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Is Oracle’s debt simply too much to justify the risk?
Quick ReadOracle carries a $638 billion AI backlog but funds expansion through debt, unlike cash-rich rivals Microsoft, ...
Oracle has been named a Leader in the IDC MarketScape: Worldwide AI-Enabled Utility Customer Experience Management Solutions 2026 Vendor Assessment. 1 Read the excerpt here. The recognition comes as ...
Epic CEO Tim Sweeney calls Steam AI disclosure rules "irresponsible" in 2026 — but new data shows AI-tagged games get 53% ...
Blue Energy, GE Vernova, and Crusoe are advancing a gas-to-nuclear model that pairs natural gas with SMRs to deliver firm ...
Applied Industrial Technologies stock has surged for years, but earnings growth is lagging and valuations look stretched.
SpaceX is headed for some huge revenue growth over the next year.
Large language models (LLMs) are rapidly being integrated into clinical workflows, supporting tasks such as diagnosis ...
Robinhood Chain tokenized stocks launched Wednesday in 120+ countries, but the new Stock Tokens are debt securities—not ...
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