The AI boom has hit a funding snag, compounding power constraints and a growing public backlash against data centers.
Oracle has at least a couple good reasons to be leery of Super Micro right now.
Wedbush's loudest tech bull is telling investors to hold their nerve on a name down nearly 25% this year.
PIMCO bought $10B of Oracle's record $16.3B data centre bond deal after US banks pulled back. The Michigan campus is part of $72B in Stargate infrastructure debt with a 19.5-year maturity.
The April 2026 Oracle CPU includes 481 new security patches addressing 450 unique CVEs across 28 product families.
Wedbush initiated coverage of Oracle (NYSE:ORCL | ORCL Price Prediction) on April 24 with an Outperform rating and a $225 ...
Shares of Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) are up 9% in midday trading Friday, climbing to $29.06 ...
Oracle reinstates the CFO role by hiring Hilary Maxson from Schneider Electric as the company reportedly lays off thousands amid a massive AI buildout.
Oracle (NYSE:ORCL) is in the midst of an incredible winning streak. After losing for so long, perhaps it shouldn’t come as a ...
Oracle Corp. is extending its partnership with Google LLC’s Cloud to simplify how enterprise users interact with data, ...
Healthcare AI is only as good as its data. Why Dr. Jaime Bland's MAHA Institute role signals the data governance shift that ...
Oracle is embedding AI agents into its Integration Cloud and ERP systems, while Microsoft advances Copilot’s in-app automation, signaling a shift toward adaptive, cross-platform enterprise workflows.