Oracle's AI-fueled sales growth enabled it to increase fiscal second-quarter earnings per share (EPS) by 24% year over year ...

Oracle's competitive pricing and strategic positioning make it an ideal partner for OpenAI, complementing Microsoft's Azure ...

The data center backtrack is the latest sign of shakiness from a major tech company after China’s DeepSeek spooked the ...

We recently published an article titled Jim Cramer Commented on 12 Stocks Linked to Data Centers. In this article, we are ...

Oracle (ORCL) announced the general availability of the Oracle US Gov West and Azure US Gov Arizona regions for Oracle Interconnect for ...

Goldman Sachs analyst reiterates Buy rating on Microsoft Corp with $500 price target and unchanged fiscal 2025/2026 estimates ...

Microsoft's data center lease cancellation raises questions about the industry's staggering growth. Experts say the market ...

TC Cowen report indicates firm has pulled back on ‘converting negotiated and signed’ docs that are precursors to data center ...

Big news in the artificial intelligence (AI) space over the weekend is shaking up stock prices at AI app-maker C3.ai (NYSE: ...

Microsoft (MSFT) says it still plans to spend $80 billion on data center infrastructure this year, according to reporting ...

It is being reported that Microsoft has recently canceled several data center leases in the U.S., prompting concerns about ...

In response, Microsoft told BI it "may strategically pace or adjust our infrastructure in some areas" and would "continue to ...