OpenAI's aggressive cloud and compute commitments are sending shockwaves through public markets, hammering key partners ...

Are Microsoft and Oracle the only safe AI stocks? Analyze why their cloud infrastructure (Azure/OCI) and business models make ...

Tech stocks delivered a choppy week, with the sector’s biggest names diverging sharply as AI spending debates intensified and ...

The Google- and Amazon-backed AI startup fueled a global selloff in software stocks earlier this month.

In August, I predicted that Netflix (NASDAQ: NFLX) and Oracle (NYSE: ORCL) would reach at least $1 trillion in market ...

The narrative around OpenAI has completely flipped, challenging Oracle's justification of borrowing money to fund artificial ...

Oracle Corp (NYSE:ORCL) is among the best S&P 500 stocks with highest upside potential. The company has won a contract to ...

Microsoft is rated 'Strong Buy' following a sharp post-earnings sell-off driven by perceived OpenAI concentration risk. Learn more about MSFT stock here.

The cloud computing competitor trades for a lower valuation than its bigger peers.

Last Friday, we took an initial look at the sell-off in software stocks, laying out which companies had been hit, by how much and when. But we didn’t make any progress on the question that really ...

The AI boom is sparking a boom in circular, creative financing and purchasing schemes, which are making some investors ...

Minutes from the Federal Reserve’s January meeting are set to be released, while cybersecurity group Palo Alto Networks ...