Those repulsed by the thought of turning to artificial intelligence for information or assistance have had to contend with the frightening reality of their omnipresence. Standalone AI apps crossed the ...
Summary: Oracle (Nasdaq: ORCL) and OpenAI are creating something massive in the desert outside Abilene, Texas. Eric Bleeker of The AI Investor Podcast recently had the opportunity to get up close and ...
Oracle's CapEx-to-revenue ratio has gone from 13% in FY2024 to 37% in FY2025 to an estimated 75% in FY2026. But their CapEx-to-infrastructure revenue ratio can range from 101% to 206%. This is a tax ...
Larry Ellison broke from Elon Musk at the exact moment OpenAI needed a miracle, and that choice pushed Oracle into the most expensive cloud gamble ever ...
Broadcom on Thursday said its AI revenue will double in the current quarter, but shares slumped as investors focused on ...
Broadcom led AI hardware stocks lower Friday, extending Thursday's losses despite a stronger-than-expected earnings report ...
BigBear.ai ( BBAI 1.63%), a developer of artificial intelligence ( AI) modules for edge networks, went public through a ...
The shares of companies exposed to artificial intelligence infrastructure came in for a beating after a report about Oracle ...
Big tech and AI remain dominant market drivers, but energy sector capex is growing to meet rising demand. Read what this all ...
Despite a significant revenue miss and a 10% stock decline, Oracle’s fundamentals are stronger than ever when taking into ...
President Donald Trump is heading into the 2026 election year vowing to pull out all the stops to promote artificial ...