News

Oracle (NYSE: ORCL) secured a major expansion of its contract with the U.S. Department of Veterans Affairs for Oracle Health's electronic health record system, adding a potential US$17b in value. The expanded agreement extends the rollout timeline for the VA's electronic health record system, increasing Oracle's exposure to a large U.S. government healthcare client. The contract expansion highlights Oracle's growing role in digital health infrastructure for major U.S. institutions as of late...

Wall Street veteran Louis Navellier laid out a 20-year blueprint for Nvidia.

Malone joined OpenAI in March 2025, shortly after the company unveiled Stargate — a joint venture with Oracle and SoftBank to build AI data-center capacity at scale. His exit follows the departures of Chief Revenue Officer Denise Dresser, Chief Operating Officer Brad Lightcap, and Fidji Simo, who served as second-in-command to CEO Sam Altman, according to the WSJ report. Analysts have noted that clustering this many C-suite exits in the months before a listing is unusual even by pre-IPO standard

Enterprise AI discussions are shifting from model selection and training speed toward the operational requirements of deploying artificial intelligence across business processes, according to Karan Batta, senior vice president of Oracle Cloud Infrastructure. Speaking during The Six Five Summit: AI

Contracted AI demand is enormous, but Oracle must finance the infrastructure before recognizing much of the revenue.

Azure just crossed a historic revenue milestone, Microsoft's commercial backlog ballooned to a staggering figure, and yet free cash flow dropped sharply. Whether $600 is the next stop or a ceiling depends on what happens inside the next earnings report.

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The market sees a struggling software stock, but a strategic buyer would see a cash-generating machine with a clear path into the CFO's office.

The company has a backlog of contracted revenue that dwarfs its peers, but it comes with a striking capital investment plan and near-term pressure on its profits.

Paramount Skydance is eyeing a 415,000-square-foot East Austin property for a potential studio headquarters.

Some Nvidia Corp customers have reportedly been informed that prices for servers equipped with its AI chips could increase by more than 15%. Nvidia AI Server Prices Could Rise 15% or More This price increase is expected to apply to...

Oracle has dropped nearly 40% over the past year, yet one investor keeps hitting the buy button while the crowd runs the other way. The reason comes down to a valuation gap hiding in plain sight inside the filings everyone else is reading.

Salesforce stock is still down badly for the year, yet something in the recent numbers keeps pulling me back to the buy button. Here is what the financials revealed that made me stop questioning the thesis and start questioning the position size.

MSFT, ORCL and INTC show early rebound signs as Microsoft holds support, Oracle tests EMA resistance and Intel attempts to find a floor.

Across various industries, artificial intelligence is transitioning from experimental phases to becoming a fundamental component of enterprise infrastructure. A recent report highlights the growing financial investment into AI, with sectors such as pharmaceuticals, automotive, and financial services leading the charge. Investment by major tech firms like Google, Microsoft, and Amazon reached over $50 billion in 2025 alone, underscoring AI’s integration into core business operations. The...

Cloud revenue is accelerating at the same time capital budgets are exploding, and that tension separates the hyperscalers worth owning from the ones that could crack under their own ambition. Three names define the trade heading into September.

↗️ Nvidia (NVDA): The stock appears on track to break its longest losing streak since 2022. It's up around 1% in premarket trading ahead of its much-anticipated earnings report tomorrow afternoon. ↗️ Strategy (MSTR), Coinbase (COIN), American Bitcoin (ABTC), Trump Media & Technology (DJT): The crypto-related stocks rose premarket as bitcoin continues to rally.

Nothing is driving more new U.S. economic investment or political volatility than data centers .

A 15% Nvidia price hike could ripple through the AI economy

Nvidia will step back into the earnings spotlight after the market closes on Wednesday, August 26, when the AI chip leader reports its much-anticipated Q2 results.

In the closing of the recent trading day, Oracle (ORCL) stood at $142.45, denoting a -2.74% move from the preceding trading day.

Paramount Skydance (PSKY) is facing some pushback from a collection of US attorneys general in its proposed acquisition of rival Warner Bros. Discovery (WBD). Evan Shapiro — better known as "The Media Cartographer" — comes on Market Domination Overtime to outline what is it at stake for the media giant and the Ellison family if the deal ultimately falls through.

Here’s what the Point72 founder’s latest portfolio moves say about where AI infrastructure money is heading next.

Rising component costs are testing Nvidia's powerful AI economics

Investing.com -- Bond traders increased credit risk measures for Broadcom Inc. as the company provides financial support for large AI-related financing packages.

A single scheduled settlement is hammering one AI cloud stock far harder than its peers today, and the gap between that name and the broader sector reveals exactly what happens when aggressive financing meets a high-flying stock.

Bond traders have ramped up measures of credit risk associated with Broadcom Inc. as it backstops mega financing packages for the buildout of artificial intelligence.

Higher costs may be revealing stronger demand than expected

Strong results from the GPU leader could reignite Micron's momentum.

Akamai's CIS segment increases 39% in Q2, fueled by AI workloads and GPU demand, but can its cloud infrastructure growth stay on track?