Reports of layoffs at Oracle suggest that thousands will be let go this month to free up resources for its AI data center ...

Oracle is preparing broad job cuts as it tries to contain the cost of a major AI data center push. The company is also launching new AI software, which shows a ...

ORCL's AI backlog surge lifts revenue visibility as cloud jumps 34% y/y and $4B in new AI deals fuel the fiscal 2027 growth outlook.

Alphabet, Amazon, Meta, Microsoft, and Oracle are spending billions to fund the AI buildout—but overinvestment risk means there will be “winners and losers,” said Pimco’s chief investment officer.

Baird upgrades Union Pacific to outperform from neutral Baird said investors should buy the weakness. "Overall, we remain ...

Moreover, the nearly 60% discount in the stock price from its 52-week high has taken its price-to-earnings (P/E) ratio to 28, ...

LANSING, MI - A small group of lawmakers from both sides of the aisle want Michigan to slow its embrace of large-scale data centers as a development boom spurred by artificial intelligence touches ...

We came across a bullish thesis on Alibaba Group Holding Limited on Compounding Your Wealth’s Substack by Sergey. In this ...

Patient Capital Management, a value investing firm, released its “Patient Opportunity Equity Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. In Q4 2025, ...

President Trump has gotten seven big AI developers to pledge they'll cover the cost of increased electricity production needed for their data centers.

It promised £1.15B… but finance ministry yet to show 'formal commitment' to adopt Workday SaaS, watchdog says The UK's ...