William Blair adds Oracle, ServiceTitan, Everpure and Dynatrace to its Conviction List—AI cloud buildout, durable growth and ...

New Mexico is kicking in more than $3 million to support hires for Project Jupiter, the hyperscale data center under ...

Wall Street just wrapped a strong start for the year. Now, analysts are looking at these stocks to pick up during the second half.

Oracle launched new AI driven Fusion Agentic Applications for autonomous supply chain management, targeting logistics, ...

Oracle (NYSE:ORCL) just posted one of the strongest cloud quarters in software history. Infrastructure revenue grew 93% year ...

The software sector is enjoying a rebound and Wall Street analysts have rarely been as bullish on Oracle as they are now.

Hyperscaler capex has ballooned to nearly $700 billion, up from roughly $400 billion just three months earlier, according to ...

The Number Three companies. One buildout. $750 billion is the round-number scale the market now attaches to the AI ...

CoreWeave (NASDAQ:CRWV) stock is down 13% to $86.72 in early trading Wednesday, extending a stretch of heavy volatility for ...

The biggest question now is which workflow will help you get something into production fast, not which cloud provider to use.

Chief Executive Alex Karp’s recent broadside against the frontier model vendors put a knife to the throat of the central ...