JPMorgan analysts Claudia Hueston and Pedro Martins just dropped a major AI ripple effect report, and the verdict is clear: ...

Here's how Oracle fared over the past three years. Its EPS dipped in fiscal 2022 as it lapped a big one-time tax benefit in ...

If there were any fears that spending on AI infrastructure was about to slow down, that was put to rest when Trump announced ...

Oracle looks like a big winner from the new Stargate Project. The tech giant began working more closely with OpenAI last ...

Tech giant Oracle (ORCL) recently revealed its latest AI agents that are designed to support supply-chain workers in various roles, from ...

Oracle shares have performed like some of the tech giants that have driven the market’s gains for the past two years ...

AI stocks are on the move after hours. The primary catalyst is earnings from Alphabet (Nasdaq: GOOGL).  While Alphabet shares ...

The venture, named Stargate, will be created in collaboration with Oracle Corp., SoftBank and OpenAI. Tech stocks rallied following the announcement. The enthusiasm surrounding AI has already been ...

Oracle Cloud Infrastructure (OCI) technology has been gaining traction after the company signed deals for the tech with major companies including Meta and Amazon. Oracle (ORCL) has been ...

Overall, the analysts view DeepSeek’s emergence as a “negative for AI training and positive for inferencing infrastructure”, ...