Oracle (ORCL) is rated 'Buy' due to a major valuation dislocation versus its $523B RPO backlog, despite recent CapEx-driven ...

Oracle said that spending would rise by $15 billion compared with earlier estimates - a sign that big capital outlays to ...

The world of bits moves fast. The world of atoms doesn’t. And data centers are where those two worlds collide.” ...

Investors have been reminded lately that artificial intelligence (AI) infrastructure investments are not always ...

This ambitious enterprise-wide transformation fundamentally reimagined manufacturing operations for a market-dominant ...

Apple’s stock faced headwinds earlier in 2025 because of sluggish iPhone sales, weaker consumer spending in China, and ...

Though there are other options: Google has its Tensor Processing Units and OpenAI is in partnership with Broadcom to design ...

For a reading of Wall Street's shifting mood on the artificial intelligence investment boom, take a look at the daily ...

The S&P 500 is starting to feel like it’s about to roll over again, even after a nice Thursday session of relief in response to some cooler CPI (consumer price index) data. Less inflation could grant ...

Janus Henderson Investors, an investment management company, released its “Forty Fund” third-quarter 2025 investor letter. A ...

Nike expects sales to decline due to continued weakness in China. (Maxim Shemetov/Reuters) ↗️ Oracle (ORCL): TikTok parent Bytedance formally agreed to form a new U.S. joint venture that will be 50% ...

Site automation, agentic artificial intelligence and cloud connectivity will continue to change the role of the contractor from one of builder to conductor of all construction processes in 2026.