Of all the big tech companies investing in AI, Google and Microsoft are the best positioned to handle the growing costs of ...

Oracle’s fair value estimate has held steady, slipping only marginally from $344.07 to $344.04, as analysts factor in modest shifts in risk and growth projections. The recent changes in the discount ...

The boom in AI and cloud infrastructure is leading to soaring demand for advanced semiconductor chips. Taiwan Semiconductor Manufacturing (NYSE: TSM) is the leading supplier of foundry services to ...

INTU serves as Oracle's counterpart in the Application Software sector, which possesses: 1) A lower valuation (P/OpInc) in comparison to Oracle stock 2) However, it demonstrates superior revenue and ...

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 datacenters, custom chips, and ...

Here are seven unusual financial agreements helping to drive the ambitions of the poster child of the A.I. revolution.

A week after HM Revenue & Customs’ reliance on Amazon Web Services came under scrutiny from the Treasury Select Committee, ...

Baron Funds, an investment management company, released its “Baron Discovery Fund” third-quarter 2025 investor letter. A copy ...

Solstice should help the US achieve complete AI dominance, supposedly delivering some 2 million TFLOPS of AI compute.

The new arrangement solidifies OpenAI's position as a profit-seeking enterprise, ending nearly a year of restructuring discussions that had drawn scrutiny from regulators and investors. Under ...

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

Microsoft CEO Satya Nadella and his team are expected to discuss Copilot, Azure, AI, cloud, security and other topics on the ...