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Oracle Banks on $553 Billion AI Backlog as Debt and Layoffs Reshape Its Bet

Mounting debt, cash burn test Oracle's plan to turn a $553 billion backlog into growth.

Bull to Hire 500 After French State Takes Over Atos Supercomputer Unit

Meta Slides as Investors Doubt Returns on AI Capital Spending

Dell Gains as Analysts Lift Targets on Surging AI-Server Demand

Cango Sells 4,451 BTC, Shifts to AI After $453 Million 2025 Loss

Kingston Launches IronKey Locker+ 50 G2 With FIPS 197 XTS‑AES 256‑Bit Encryption

Aoris Q4 Letter Highlights IHG Momentum and Amphenol Record Sales as Fund Trails Benchmark

Dell Shares Soar on Earnings Beat and $50 Billion AI Server Outlook

Globalstar Beats Q4 Revenue Forecast, Sets 2026 Targets as Two‑Way IoT Gains Traction

Oppenheimer Upgrade Lifts Oracle as It Advances $45–$50 Billion 2026 Funding Drive

Microsoft Promises European 'Sovereign Control' Over Cloud Data

Indian IT Stocks Fall Again as FPI Exits Deepen, AI Jitters Persist

Epam Beats Q4 Estimates as Revenue Reaches $1.41 Billion and Adjusted EPS Hits $3.26

Cloud Giants Lock Up 2026 Hard‑Drive Supply as Western Digital and Seagate Sell Out

Siemens Energy Profit Soars on Record Orders as Siemens Lifts Outlook and Tops DAX

Microsoft Reorganizes Security Leadership as Gallot Returns, Bell Shifts to Engineering Quality

Oracle Sets $45–$50 Billion 2026 Raise for AI Buildout as UBS Maintains Buy After Target Cut

IBM’s Q4 Beat Spurs Target Hike to $330 as Valuation Debate Intensifies

IBM Shares Jump on Earnings Beat as AI Momentum Lifts 2026 Outlook

Capgemini Says ICE Contract Not Active as Board Plans Emergency Meeting