The world of bits moves fast. The world of atoms doesn’t. And data centers are where those two worlds collide.” ...
This unprecedented infrastructure spending spree signals massive opportunity or dangerous overreach in an overheated AI ...
Oracle and other AI stocks tumbled on Thursday after the company reported surging expenditures related to its AI data center ...
Oracle has spent years piling up debt to fund share buybacks, which raises the risk level of adding even more debt to the ...
AI spending is front and center again for investors. Oracle plunged Thursday, with top hardware makers including Nvidia and ...
Broadcom Inc., a chip company vying with Nvidia Corp. for AI computing revenue, suffered the worst stock decline in more than ...
The shares of companies exposed to artificial intelligence infrastructure came in for a beating after a report about Oracle ...
Oracle co-CEOs Clay Magouyrk and Mike Sicilia weighed in on the cloud applications, infrastructure and multicloud businesses ...
The hit to Oracle and Broadcom weighed on other tech shares during the day, as investors worried about AI spending and the ...
Oracle’s Q2 results reveal rising debt, heavy AI capex, and weakening fundamentals—signaling a potential cash crunch for the ...
Shares of Oracle plunged 14% Thursday morning and sent a shiver through the entire AI trade as investors questioned the ...
Shares in tech companies ranging from Nvidia to Meta Platforms are down on Thursday amid growing concerns around AI-fueled ...
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