Blue Owl Capital's decision to step away from financing an Oracle-backed (NYSE: ORCL) AI data center has become a fresh ...
As enthusiasm for AI matures, markets seem increasingly willing to distinguish between growth stories supported by budget ...
AI initiatives don’t stall because models aren’t good enough, but because data architecture lags the requirements of agentic systems.
Oracle (ORCL) is rated 'Buy' due to a major valuation dislocation versus its $523B RPO backlog, despite recent CapEx-driven ...
Oracle (ORCL) reported its Q2 earnings on December 10, after market close. The earnings report disappointed investors, and ...
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The biggest tech industry mergers and acquisitions in 2025 included Hewlett Packard Enterprise’s completed acquisition of ...
Oracle said talks for an equity deal to support its Michigan data center project remain on schedule and do not include Blue ...
The “Stargate” data center for OpenAI planned on land in rural Saline Township has faced pushback locally and across Michigan ...