With one of the largest capital budgets in the AI industry, Microsoft is not immune to the risk of overbuilding data center capacity. Read why MSFT is a Sell.

Morgan Stanley strategists predict more than $2 trillion in U.S. investment-grade debt sales to hit the market next year, which would be the most ever. That’s expected to be driven by AI expansion ...

Oracle (ORCL) has experienced setbacks in the past. Its stock has dropped over 30% twice within a period of less than two ...

Oracle Corporation finds itself navigating a critical juncture, caught between the explosive expansion of its cloud services ...

The new system is designed to reward rainmakers and weed out underperformers as Google Cloud races to catch up to Amazon and Microsoft.

Oracle doubles 2026 capital spending to $50B, but rising debt and AI reliance pose risks. Learn how these shifts could impact ...

With a Price to Book ratio of 18.42, which is 1.07x the industry average, Oracle might be considered overvalued in terms of ...

The data center boom continues in Wisconsin. But what are data centers, and why are people upset about them coming to our state?

Following protests, pushback, the Michigan Public Service Commission conditionally approve special contracts for DTE to power ...

CoreWeave is surging after joining the Energy Deptartment’s Genesis Mission to use AI to accelerate scientific breakthroughs ...

RBC said that the deal could ease concerns about Oracle’s reliance on a small number of major cloud customers. ・Oracle will ...

Oracle, Silver Lake, and MGX each secured 15% stakes in the newly formed JV, while ByteDance retains 19.9% ownership of what ...