Jensen Huang's Nvidia stands to benefit from the growing capital-expenditure budgets discussed by Big Tech players last week. Amazon.com Inc. won over Wall Street last week with improved cloud trends ...
Once a money-losing backwater, Google Cloud has become one of Alphabet’s fastest-growing businesses, powered by massive bets on AI and years of costly investment in data ...
Oracle’s fair value estimate has held steady, slipping only marginally from $344.07 to $344.04, as analysts factor in modest shifts in risk and growth projections. The recent changes in the discount ...
Yassin El Bakiouli – Vice President – Business Applications, Gulf region, Oracle remarked, “This collaboration with Gulf Air ...
INTU serves as Oracle's counterpart in the Application Software sector, which possesses: 1) A lower valuation (P/OpInc) in ...
Here are seven unusual financial agreements helping to drive the ambitions of the poster child of the A.I. revolution.
A week after HM Revenue & Customs’ reliance on Amazon Web Services came under scrutiny from the Treasury Select Committee, ...
Diamond Hill Capital, an investment management company, released its “Select Fund” third-quarter 2025 investor letter. A copy ...
Google parent Alphabet just turned in its first $100 billion quarter with AI and cloud acting as major drivers of growth.
Baron Funds, an investment management company, released its “Baron Discovery Fund” third-quarter 2025 investor letter. A copy ...
Solstice should help the US achieve complete AI dominance, supposedly delivering some 2 million TFLOPS of AI compute.