Oracle's stock is sitting roughly 50% below its September 2025 peak. Its backlog has grown to $553 billion. And Dan Ives just ...

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His expertise includes cybersecurity, artificial intelligence, cloud infrastructure, and cyber threat analysis. He is the ...

Oracle, which has a $300 billion, five-year partnership to supply computing power to OpenAI for AI operations, was lower along with chipmakers such as Nvidia and Broadcom. The Wall Street Journal ...

CEO Jensen Huang, who traveled last week to Beijing with President Trump this month, said Monday he believes the Chinese ...

Salesforce CEO Marc Benioff said this kind of forward-looking marketing is common in the tech industry and helps customers ...

How do you make a trillion dollars feel real to someone who has never seen that much money? Vineet Khare and Mayank Bhatt ...

Andy MacMillan thinks business analysts, not IT and not the vendors, should own the layer where enterprise AI gets its ...

Big Tech valuations are facing intense scrutiny as a financial commentator warns that hyperscalers’ earnings are being artificially inflated by circular cloud computing contracts with AI giants OpenAI ...

AI Video Is Crushing Compute Economics. The Hidden AI Infrastructure Play Behind TikTok, Oracle And Synthetic Creators ...