Despite high debt, Oracle's fair valuation relative to Amazon and Microsoft, along with strong RPO growth, reinforces its ...

While stressing Meta's demographic advantage and the possible unfavorable market reaction to an overpriced sale, Doug and Lee ...

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

Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle, and ...

Zuckerberg expects Meta’s AI assistant — available across its services, including Facebook and Instagram — to serve more than ...

Data center technology spending skyrocketed 34 percent in 2024, according to Synergy Research Group. It is soaring past a ...

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

Meta Platforms will invest up to $65 billion in 2025 to expand its AI infrastructure, significantly increasing from its ...

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Meta Platforms CEO Mark Zuckerberg announced the social media company plans to spend as much as $65 billion this year alone ...

Meta CEO Mark Zuckerberg announced Friday the social media company will nearly double its spending this year as it focuses on ...

President Donald Trump has denied holding talks with Oracle (ORCL) about a TikTok deal, saying that he has “spoken to many people about ...