Oracle's largest data center partner Blue Owl Capital will not back a $10 billion deal for its next facility, as the software ...

One of OpenAI's biggest data center partners, with whom it recently signed a multi-billion-dollar deal, is increasingly under ...

Amazon.com Inc is in talks to invest in ChatGPT-maker OpenAI in a potential deal that could value the artificial intelligence ...

Per a Bloomberg news report, Intel Corporation (INTC) is in advanced talks to acquire AI start-up SambaNova Systems for about ...

Oracle's CapEx-to-revenue ratio has gone from 13% in FY2024 to 37% in FY2025 to an estimated 75% in FY2026. But their CapEx-to-infrastructure revenue ratio can range from 101% to 206%. This is a tax ...

Larry Ellison broke from Elon Musk at the exact moment OpenAI needed a miracle, and that choice pushed Oracle into the most expensive cloud gamble ever written on paper. The whole thing began when ...

Summary: Oracle (Nasdaq: ORCL) and OpenAI are creating something massive in the desert outside Abilene, Texas. Eric Bleeker ...

Artificial intelligence related stocks fell sharply on Friday amid separate concerns about a group of the largest companies in the space. Read for more.

"Focus will fall largely on Fedspeak, with scheduled remarks due from 2026 voters Hammack and Paulson, while dissenters Goolsbee, Schmid, and Miran will all likely issue statements explaining why they ...

The Dow and S&P 500 notched new records on Thursday as US stocks mostly rose, with tech stocks under more pressure after ...

The Dow surged toward a record on Thursday as US stocks diverged, with more tech-exposed gauges under pressure after Oracle earnings revived AI overspending worries. The Nasdaq Co ...

Three months ago, Oracle Corp’s scorching earnings outlook sent the shares soaring to their best day in three decades. But a ...