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Oracle (ORCL) tops fiscal first quarter earnings and revenue estimates; the stock is gaining in Thursday's after-hours trading. Epistrophy Capital Research chief market strategist Cory Johnson speaks with Josh Lipton about Oracle's results and where certain concentration risks lie within the AI ecosystem.
The CEO of one of Apple’s biggest carrier partners did not mince words.
Microsoft (MSFT) runs the highest operating margin in its peer group and grows revenue faster than every rival there but one. Over the past twelve months its stock returned -0.5%, against 18.5% for the S&P 500 (SPY). At about $491.65 a share, it trades at 27.8 times earnings, second-richest in the group. Microsoft ranks first on profitability and fourth on the return, a gap worth explaining.
By Essi Lehto HELSINKI, Sept 10 (Reuters) - Finland should introduce a national permitting system for data centres to prevent the risk of power shortages and soaring energy prices, opposition parties
MediaTek Inc. reported a 44% surge in monthly sales, boosted by its emerging AI chip business from the likes of Alphabet Inc.'s Google.
WSJ’s Nicole Nguyen tried out the new foldable iPhone Duo following Apple’s keynote address. The $1,999 device is the biggest shake-up to Apple’s smartphone lineup in years. CUPERTINO, Calif.—As I watched a Netflix show on Apple’s first foldable, the iPhone Duo, I had two surprising thoughts.
Andrew Tulloch, the star AI researcher who was offered a pay package worth more than $1 billion to join Meta Platforms last year, is leaving the company, according to people familiar with the situation. Tulloch’s hiring was a coup for Meta and capped a frantic recruiting spree last summer, when Meta threw money at researchers to try to catch up in the race to build artificial intelligence.
By Niket Nishant and Tharuniyaa Lakshmi Sept 9 (Reuters) - The main U.S. stock indexes fell on Wednesday as oil prices soared past $100 a barrel and Treasury yields rose, putting pressure on equities
Azure and Google Cloud are posting jaw-dropping growth numbers just as Treasury yields hit levels that have historically crushed high-multiple tech stocks. Whether Microsoft's fortress balance sheet or Alphabet's cheaper valuation wins this rate-scare showdown could determine which mega-cap compounds your portfolio through the turbulence.
📈 Follow our live markets data and coverage. Google co-founder Larry Page reportedly told employees that he’s “willing to go bankrupt rather than lose this race.” Amazon founder Jeff Bezos called AI an “industrial bubble” that’s seeing good and bad projects get funded, just like in the dot-com boom.
Google said its largest single investment in Europe would power its popular services — such as Gemini, Search, Maps, and YouTube.
By Sudeshna Ghoshal Sept 9 (Reuters) - European shares declined on Wednesday ahead of U.S. inflation data, with Brent crude surging past the key $100-per-barrel level as intensifying tensions in the
Shares jumped after the Nordic energy company signed a deal with Google to power data centers in Finland.
Google said its largest single investment in Europe would power its popular services — such as Gemini, Search, Maps, and YouTube.
HELSINKI, Sept 9 (Reuters) - Alphabet's Google will invest at least €13 billion ($15.1 billion) in artificial intelligence infrastructure in Finland over the next two years, it said on Wednesday,
Amazon, Meta and Google risk losing decadeslong exemptions due to a backlash against their facilities.
Alphabet Inc. and Blackstone Inc.’s new cloud venture has hit delays for major data-center locations that were supposed to run Google’s chips, underscoring the obstacles standing in the way of Big Tech’s AI ambitions.
You may be seeing fewer demands to prove you are human on websites. But AI is changing the battle on both sides. Here’s what it stands.
In a boost for Google stock, cloud computing chief Thomas Kurian says AI chip business is more than twice the size of its closest rival.
Oracle (ORCL) is reporting quarterly earnings results on Thursday. Bloomberg Intelligence senior technology credit analyst Robert Schiffman shares what investors should be keeping an eye on in the earnings print, especially from a debt-issuance perspective.
Apple’s biggest iPhone change in years comes with a huge price
The world’s supply of computing power is unlikely ever to catch up with AI demand, according to the boss of Nvidia partner Iren, who called the...
Sept 7 (Reuters) - Indian space tech startup Pixxel said on Monday it had raised $100 million in a Series C funding round led by Singapore state investor Temasek and British space-technology venture
Rezolve's revenue grew nearly 2,000% annually in this year's first half, but investors have questions about the business's outlook.
Unrealized gains are lovely when they happen, but they can also turn into unrealized losses.