Oracle has ridden the AI wave through aggressive data-center expansion and a backlog that reached $523 billion in FQ2. That backlog converts to near-term revenue slowly: Oracle told investors only ...
Morning Overview on MSN
$500B AI data center bill for Oracle and OpenAI spooks Wall Street
The $500 billion price tag attached to Oracle and OpenAI’s next generation of AI data centers is forcing investors to ...
To make our list of the stocks that Jim Cramer talked about, we listed down the stocks he mentioned during CNBC’s Squawk on the Street aired on January 20th. We also provided hedge fund sentiment for ...
Shares of Advanced Micro Devices, Inc. (AMD) rose sharply on Wednesday and extended gains after hours. The AMD stock jump ...
Morning Overview on MSN
OpenAI promises to pay the power bill for its colossal Stargate project
OpenAI is trying to defuse one of the loudest criticisms of its $500 billion Stargate buildout by promising that the project ...
The situation over in Greenland caused a bit of a market shock on Tuesday, with just about everything marching lower over ...
Aubrey Global Conviction Fund. Broader market performance in the first half favoured the approach. However, the second half delivered the exact opposite. Digging deeper, the key themes that drove ...
Artificial intelligence (AI) is a multitrillion-dollar addressable market that's caught the attention of Wall Street analysts. Sustainable competitive advantages can launch three widely-owned AI ...
OpenAI unveiled a Stargate Community plan on Tuesday, aimed at "paying its way on energy" and ensuring that its operations do ...
Fears over Oracle’s AI debt load and OpenAI concentration are overblown — and they mask a massive long-term opportunity, ...
GOOGL’s encore for that record peak of $340.49 on Wednesday was three-straight losses to end the week with only a 0.4% gain ...
Oracle Corporation is rated a Buy after a 40% pullback, with the current valuation reflecting key risks. Learn more about ...
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