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Oracle’s AI Cloud Surges 84% as Shares Trade 52% Below Peak

Analysts cite a swelling backlog alongside fresh capital as evidence of durable AI demand.

Nvidia Pivots to Rack-Scale AI at GTC, Cites $1 Trillion in Blackwell–Rubin Orders Through 2027

SoundHound Debuts On‑Device Multimodal AI at Nvidia GTC as Investors Watch Path to Profits

ASML Slides Over Past Month as TD Cowen Reaffirms Buy Rating and €1,500 Target

Darden Posts Q3 Beat and Higher Sales Outlook as LongHorn Leads, Sets $1.50 Dividend

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Figma Sinks About 11% After Google Launches Free 'Stitch' AI Design Beta

Carvana’s 4,300% Rebound: Why One Analysis Says the Stock Can Keep Climbing

As March Madness Tips Off, Sportsbooks Roll Out Bonus-Laden Sign-Up Offers

CrowdStrike Wins FedRAMP High to Protect U.S. Mission‑Critical Federal Systems

Palantir Teams With Nvidia on ‘AI OS’ Blueprint for Enterprise Data Centers

Lumentum Targets $2 Billion Quarterly Run Rate, Secures Major OCS Deal, Outlines Nvidia-Funded Fab Ramp

Palantir Extends AI Defense Push With Navy Shipbuilding Project and Nvidia Sovereign OS

Nvidia’s Robotaxi Stack Goes Mainstream as Uber Targets 2027 LA/SF Launch and 28 Cities by 2028

Muddy Waters Targets SoFi With Accounting Allegations as CEO Buys $500,000 in Stock

Adobe Stock Slips on Google’s AI Design Push as CEO Plans Exit

Meta Pushes AI Spending as Reports Say 20% Staff Cuts Under Review

CoreWeave Advances AI Cloud With Perplexity Deal as Evercore Cuts Target

ServiceNow Expands Carahsoft Alliance to Take Its AI Platform Into Regulated Private Markets

Berkshire’s Coca-Cola Bet Still Delivers, With Dividends Near $900 Million a Year

Oracle’s Record Quarter Fuels AI Push as Backlog Swells to $553 Billion