The Cloud Underdog? Why Oracle's 3% Market Share Signals A Strong Upside
Despite high debt, Oracle's fair valuation relative to Amazon and Microsoft, along with strong RPO growth, reinforces its ...
Did China's DeepSeek Just Crash and Burn President Trump's $500 Billion AI Stargate Project?
President Trump's $500 billion AI project, dubbed Stargate, appears to be in jeopardy. Shortly after his inauguration on Jan. 20, President Donald Trump hosted an event at the White House that ...
24/7 Wall St. on MSN6d
“TikTok Has More Problems Than Opportunities, and If Oracle (ORCL) or Microsoft (MSFT) Buy It, They Become A Sell The Next Day”
While stressing Meta's demographic advantage and the possible unfavorable market reaction to an overpriced sale, Doug and Lee ...
Startups Need the Right Cloud to Unlock AI’s Full Potential
By Mahesh Thiagarajan, Executive Vice President, Oracle Cloud Infrastructure Artificial intelligence (AI) is reshaping ...
OpenAI Taps TSMC (NYSE:TSM) for Custom AI Chip Rollout Next Year
OpenAI is tapping Taiwan Semiconductor Manufacturing Co (TSM) to produce its first-generation in-house artificial intelligence chips, with the ...
1 Artificial Intelligence (AI) Chip Stock to Buy on the Dip Right Now (Hint: It's Not Nvidia)
Over the past year, a number of semiconductor stocks have witnessed meteoric gains thanks to ongoing euphoria surrounding artificial intelligence (AI). The share prices of Nvidia, Taiwan Semiconductor ...
Oregonian6d
OpenAI visits Oregon while scouting data center sites
The state already has a huge data center industry, with Amazon, Apple, Google, LinkedIn, Meta, Oracle and Elon Musk’s social networking site X operating across the state. Trump touted Stargate ...
Meta CTO reportedly predicted DeepSeek AI six months ago: "They've probably done a lot of distilling against existing models."
We were tracking DeepSeek when it launched like a month before it then became this major news item. I think it is both a big ...
Investors cool on cloud but CEOs double down
Market catalysts Short-term financial pressures (including FX concerns) may dampen cloud spending enthusiasm, yet they also intensify AI investment focus. Organizations see AI-first initiatives as a ...
Is Tiktok a national security risk? What you need to know
A TikTok spokesperson told RNZ: "Data security is of the highest importance to TikTok, and there is zero evidence suggesting that TikTok is a national security risk to New Zealanders. "TikTok is used ...