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Oracle

Nvidia Leads AI Chip Race as Analysts Lift Targets and New Blackwell Hardware Rolls Out

Renewed endorsements reflect confidence that demand will stay strong into 2026 despite a recent pullback.

OpenAI, Amazon Discuss $10 Billion-Plus Investment With Trainium Chip Tie-In

Nvidia’s AI Lead Faces Fresh Tests as Stock Pulls Back and Rivals Step Up

AI Trade Stumbles as Oracle Miss and Broadcom Margin Warning Fuel Market Rotation

Oracle Stock Sinks on Revenue Miss and $50 Billion AI Spending Plan

Wells Fargo Starts Oracle at Overweight, Joining Bullish Calls on AI Backlog

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

OpenAI Taps Broadcom to Co-Develop Up to 10 GW of Custom AI Accelerators

Joby Prices $514 Million Stock Offering at $16.85 as Shares Slide 11%

Alibaba Ups AI Spend and Adopts Nvidia’s Physical-AI Stack as Compute Alliances Accelerate

Nvidia Takes $5 Billion Stake in Intel, Announces Multi-Generation Chip Collaboration

Alphabet Hits $3 Trillion as Antitrust Ruling Eases Overhang and AI-Cloud Momentum Builds

Oracle’s AI Cloud Boom Ignites Record Rally as Ellison Briefly Tops Wealth Rankings

WSJ: OpenAI to Buy $300 Billion of Oracle Compute in Five-Year Deal

Oracle’s AI Cloud Boom Propels Ellison Briefly to No. 1 as Shares Score Biggest Jump Since 1992

Oracle Lays Off Cloud Staff to Fund AI Data-Center Buildout

Oracle Secures Governmentwide 75% Discount Under GSA OneGov Program

Oracle Shares Log Best Weekly Gain Since 2001 With Soaring Cloud Demand

Oracle Shares Climb to Record High on Strong Q4 and Bullish Cloud Forecast