The AI infrastructure build-out has entered a new phase, as more companies seek control over their own systems.

Oracle (ORCL) shares have faced a challenging year, declining by -36.9% while the broader market has risen. The cause of this ...

Record RPO and fast cloud growth (OCI +93%, cloud +47%) say the AI demand is real. The selloff is about conversion and ...

Cerebras CEO Andrew Feldman says AI compute suppliers are not building on speculation but chasing orders already under ...

Investors’ artificial-intelligence worries weigh on efforts to exit software holdings.

The company's stock climbed less on the sales it made and more on the mountain of orders it couldn't yet fill.

The commercial space sector hit an inflection point this month. SpaceX began trading on NASDAQ on June 29, 2026, the launch ...

If this company can deliver on its orders without too much financial strain, it could be a big winner.

After decades, deferred maintenance totals an estimated $50 billion. But getting repair funds from Congress is a laborious ...