Credo Technology (NASDAQ: CRDO) and Astera Labs (NASDAQ: ALAB) are some of the fastest-growing beneficiaries of the ...

Several global giants listed as victims of the Oracle EBS hack have remained mum on the impact of the cybersecurity incident.

Oracle has been the lightning rod for OpenAI‑related fears, with its shares tumbling roughly 40% from late October highs as concerns mount over debt‑financed AI data centers and heavy exposure to ...

EnterpriseDB (EDB), a leading sovereign AI and data company, is launching the Postgres Vitality Index, a framework measuring the breadth and depth of commercial contributions shaping the future of ...

Broadcom is positioned to benefit from hyperscaler AI capex, custom silicon, and networking dominance, with major customers including Google, Meta, Microsoft, and Amazon. AVGO's semiconductor segment ...

Stocks slid last week with the S&P 500 index declining 0.4%, ending February down 0.9%. It was only the second monthly drop since April for the benchmark index. The S&P 500 has traded in a narrow ...

Oracle stock appears to be trading as a proxy for the market's view on OpenAI's ability to raise funds. The market needs clarity on OpenAI's funding and Oracle's ability to meet its AI spending ...

Oracle's OCI revenue is growing 66% YOY, outpacing AWS and Azure. Oracle is selling profitable business units and accumulating tens of billions in debt to fund the data center expansion needed to ...

Bridgewater reduced Microsoft, Meta and Alphabet holdings in Q4 over concerns about AI capital spending failing to justify returns. Meta’s AI spending exceeded $100B in a single year, raising investor ...

OpenAI's aggressive cloud and compute commitments are sending shockwaves through public markets, hammering key partners Oracle Corp. ORCL, Microsoft Corp. MSFT, and Broadcom Inc. AVGO as investors ...

One global technology firm with a robust structural AI opportunity ahead is Broadcom. On February 12, DA Davidson analyst Gil Luria initiated coverage on Broadcom Limited (NASDAQ: AVGO) with a Neutral ...