OpenAI agreed to purchase $38 billion of Amazon Web Service capacity, deploying hundreds of thousands of Nvidia GPUs.

The fact that OpenAI needed $660 billion across five cloud providers to avoid vendor lock-in tells you everything about ...

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

Columbia Threadneedle Investments, an investment management company, released its “Columbia Global Technology Growth Fund” third-quarter 2025 investor letter.

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Oracle stock could be a strong contender to capitalize on the current momentum. Why? Because it possesses strong margins, low ...

Vendors made their agentic ambitions clear this fall - but the role of partners? Not so much. Oracle AI World was an ...

US stocks finished the first trading day of November mixed, with Big Tech names like Amazon (AMZN) and Nvidia (NVDA) rising ...

OpenAI (OPENAI) said on Monday that it has signed a deal with Amazon (AMZN) Web Services worth $38B to help supply it with “hundreds of thousands” of Nvidia's (NVDA) GPUs. Read for more.

Spending on AI has accelerated in recent months, as Wall Street anticipates global expenditures nearing half a trillion dollars by 2026.

Meta Platforms, Inc. & Alphabet Inc. are compared on CapEx strategies, AI investments, & strategic positioning. Read more on GOOGL & META stocks here.