Oracle default fears surge as its credit-default swaps jump to a two-year high, signaling rising investor anxiety. The five-year CDS spread nears 80 basis points, up from 55 earlier this year. The ...

Here is a question for you. What is more difficult: predicting the weather thirty days out or what global AI infrastructure spending will be out to the ...

SAP SE remains overvalued despite a recent correction, with growth rates and cloud backlog decelerating and high expectations already priced in. Learn more about SAP stock here.

CGI Inc. , one of the largest independent IT and business consulting services firms in the world, today announced its positioning as a Leader in the IDC MarketScape for Worldwide AI Services for State ...

Vendors made their agentic ambitions clear this fall - but the role of partners? Not so much. Oracle AI World was an ...

Once a money-losing backwater, Google Cloud has become one of Alphabet’s fastest-growing businesses, powered by massive bets on AI and years of costly investment in data ...

Google Cloud is experiencing rapid growth, fueled by AI demand and significant infrastructure investment. Now a major revenue driver for Alphabet, it ...

AMD and Nvidia will be powering two major U.S. government-backed AI infrastructure projects—AMD for Sovereign AI Factories and Nvidia for the DOE’s largest AI system yet.

Confluent, Inc. , the data streaming pioneer, today announced Confluent Private Cloud, the simplest way to deploy, manage, and govern streaming data on private infrastructure. Confluent Private Cloud ...

It could be a concern for enterprise CIOs as well as for creditors due to ‘profound change in the company’s capital posture.’ ...