Microsoft (MSFT) and OpenAI (OPAI.PVT) announced on Tuesday that they have reached a new agreement that lets the ChatGPT ...

For Q1, Microsoft is expected to report adjusted earnings per share of $3.68 on revenue of $75.5 billion, according to ...

Oracle Corporation (NYSE:ORCL) is one of the Most Promising AI Stocks to Buy Right Now. On October 20, Monness analyst Brian White maintained a “Neutral” stance on the company’s stock, giving a “Hold” ...

They’re going to spend a lot of money to use Oracle Corp (NYSE:ORCL) cloud and Oracle is getting into the cloud business and ...

OpenAI expands its semiconductor strategy with a $500B custom chip deal with Broadcom, aiming to reduce reliance on Nvidia.

The planned $15 billion campus in Port Washington, Wisc., is part of OpenAI and Oracle’s previously-announced plan to deliver ...

OpenAI has sustained the ongoing AI mania to new heights, with AVGO likely to experience a drastic increase in its AI SAM to ...

Headwaters Capital Management, an investment management company, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The third quarter results were mainly ...

Oracle is transforming into a major AI and cloud infrastructure player, highlighted by a $300B OpenAI contract and surging RPO backlog. Cloud Infrastructure revenue grew 55% year-over-year, but high ...

OpenAI and Broadcom have entered an agreement that will see the companies collaborate on up to 10 gigwatts of custom AI acclerators.