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Oracle’s AI Buildout Gets Fresh Tailwind With $1.65 Billion Datapod Deal and Bullish Analyst Support

A $553 billion backlog now anchors spending plans.

Disney’s New CEO Faces Sora Shutdown, Epic Layoffs and ABC Pullback in Week One

SGA Q4 Letter Adds to Salesforce, Initiates Broadcom, Cautions on Microsoft

Oracle Sets 2030 AI Cloud Targets as Shares Fall on Capex Concerns

EU Accepts Microsoft Teams Remedies as Analysts Reaffirm AI Growth Case