Tech giant Oracle (ORCL) recently revealed its latest AI agents that are designed to support supply-chain workers in various roles, from

Oracle looks like a big winner from the new Stargate Project. The tech giant began working more closely with OpenAI last summer. Oracle is outgrowing leaders like Amazon in cloud-infrastructure revenue.

Oracle Corporation (NYSE:ORCL) lost around $70 billion in market share after the stock price was down 14%. The firm has been making heavy investments in developing data centers in a bid to compete with big players like Amazon, Microsoft and Google.

Oppenheimer analysts view the news that DeepSeek, an open-source Chinese large language model, is outperforming OpenAI’s models at a fraction

Below is Validea's guru fundamental report for ORACLE CORP (ORCL). Of the 22 guru strategies we follow, ORCL rates highest using our Multi-Factor Investor model based on the published strategy of ...

Here is a minute's worth of news that is driving the market. Netflix (NFLX) shares are soaring on better-than-expected fourth quarter earnings. The streamer also added a whopping 18.9 million subscribers in the quarter.

Overall, the analysts view DeepSeek’s emergence as a “negative for AI training and positive for inferencing infrastructure”, highlighting potential beneficiaries such as NET, DOCN, and EQIX.

The meteoric rise of Chinese start-up DeepSeek may have shaken Wall Street's confidence in some favorite trades, but it’s unlikely to change the immediate outlook for the spending that has fueled the AI rally,

AI stocks soared after OpenAI announced a partnership with Oracle and SoftBank that could result in up to half a trillion dollars of investment in AI infrastructure over the next four years.

Project Stargate launches with $100B AI investment, aiming for $500B, as big tech races to dominate AI infrastructure

SoftBank is reportedly considering a historic $25 billion investment in OpenAI, which could surpass Microsoft's stake and position SoftBank as the ChatGPT maker's largest investor.

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