AI, compound interest—and friends in high places—have made these companies billionaire factories. In January 2025, as it was ...

Oracle spent the past two years racing to reinvent itself as an artificial intelligence infrastructure powerhouse, only to ...

Biggest AI deals of 2025 reveal how compute, data centers, and power became the new global tech infrastructure.

We're halfway through the decade, and cloud saw a new narrative emerge in 2025. With outages knocking out half the web, and ...

A prominent research firm, Evercore ISI, has positioned Oracle as a leading selection for 2026 within the enterprise software arena, placing it alongside gia ...

On Friday, Aaron and Kevin’s article about Salesforce calling out the ingrained limitations of large language models struck a ...

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.

Evercore is optimistic about enterprise software stocks heading into 2026. In a new investment note, the firm named Microsoft ...

You’re about to start hearing a lot about data center delays. In fact, executives and investors I’ve been speaking with ...

Salesforce (CRM) and Oracle (ORCL) are among Evercore's top enterprise software stocks for 2026, the investment firm said on ...

The growing field of data center developers are catering to the tech industry’s ravenous demand for computing power to build ...

Warner Bros. Discovery is caught in a battle between Netflix and Paramount and chances are, it will be a long, bumpy regulatory road ahead.