The deal could ease some of Wall Street's fears about Amazon's monster $200 billion capex spending, and accelerate its ...

OpenAI's ( OPENAI) announcement that it has raised $110B in new funding should alleviate the concerns about paying its bills ...

Oracle is paying a high price as it attempts to punch its ticket to the clouds.

The cloud computing competitor trades for a lower valuation than its bigger peers.

MU rides on surging HBM chip demand and tight supply, boosting pricing power and margins, while Oracle's risks tilt the AI stock race.

Microsoft, Nvidia, Oracle, Meta, Amazon and Alphabet all saw their shares fall in the week up to the market close on Thursday ...

Amazon's investments are funding long-term growth, with AWS and chips businesses poised for significant future cash flow ...

Tech stocks delivered a choppy week, with the sector’s biggest names diverging sharply as AI spending debates intensified and ...

Amazon invests $50B in OpenAI and expands AWS deal to $138B. Analysis of stateful runtime, Frontier distribution, Azure exclusivity and what it means for enterprise AI.

OpenAI raised $110 billion at a $730 billion pre-money valuation, backed by SoftBank, NVIDIA, and Amazon, to expand ChatGPT ...

Software giant Oracle has a vast installed base of enterprise customers that it has agglomerated over the decades that gives it the cash flow to do many ...

Data platforms have moved from static, disconnected systems to integrated environments where analytics and real-time data ...