cloud computing

Oracle Corp (NASDAQ:ORCL) shares fell more than 11% on Thursday after the software giant reported fiscal fourth-quarter cloud revenue that narrowly missed Wall Street expectations and unveiled plans to raise roughly $40 billion to fund an aggressive AI infrastructure expansion. The company reported...

Oracle Corp. (NYSE:ORCL) has staged one of the more impressive recoveries in mega-cap tech stocks this year — up roughly 50% from its April lows — yet it still has a long road back to its best levels.  Shares trade at $204.26 as of Wednesday morning, sitting 41% below the $345.72 52-week high...

Meta Platforms Inc. (NASDAQ:META) CEO Mark Zuckerberg has suggested that the company might consider stepping into the public cloud computing market if it ends up with excess capacity due to overinvestment in data centers. Zuckerberg made these comments during Meta’s annual shareholder meeting...

Shares of Cisco Systems Inc (NASDAQ:CSCO) surged more than 15% in pre-market trading on Thursday after the company raised its artificial intelligence (AI) infrastructure outlook and delivered quarterly results that topped Wall Street expectations, reinforcing a growing ETF narrative that AI winners...

The European Union (EU) is reportedly considering implementing regulations that would limit its member governments’ use of  U.S. cloud providers for managing sensitive data. The European Commission, the executive arm of the EU, is readying its “Tech Sovereignty Package” for...

Microsoft Corp (NASDAQ:MSFT) didn't unveil its long-term AI vision on an earnings call or glossy stage. Instead, CEO Satya Nadella and Cloud & AI chief Scott Guthrie sat inside the Fairwater 2 datacenter and laid out the company's most revealing strategic roadmap in years. Track MSFT stock...

Safra Catz steered Oracle Corp (NYSE:ORCL) from modest gains to a stock market juggernaut, but now the company is returning to a co-CEO setup with Clay Magouyrk and Michael Sicilia at the helm. Investors are asking the obvious question: Does history repeat itself, or is this time different? Track...

For a company nearing its 50th birthday, Oracle Corp (NYSE:ORCL) is acting more like a cash-burning startup than a tech elder statesman. Once the software king of the '80s and '90s, Oracle stumbled through the cloud transition but is now betting big on AI infrastructure. That bet is proving costly...

With the cloud growth engine quietly roaring and regulatory threats receding, Alphabet Inc's (NASDAQ:GOOGL) (NASDAQ:GOOG) identity as a search giant via Google, is being rewritten. Its cloud narrative is gaining strength – one that has Microsoft Corp (NASDAQ:MSFT) watching closely as the...

Alibaba Group Holding Ltd (NYSE:BABA) (NYSE:BABAF) has just raised the stakes in the U.S.–China tech rivalry. The Chinese e-commerce and cloud giant has unveiled a new AI chip designed to reduce reliance on Nvidia, Washington's favorite export-turned-bargaining chip. Once one of NVIDIA Corp's (...

Oracle Corp (NYSE:ORCL) is cutting staff, and investors are already sizing up the playbook: is this the lean efficiency of a cloud titan, or a warning flag in disguise? Roughly 10% of its Oracle Cloud Infrastructure (OCI) workforce in India has been let go, a move the company frames as part of a...

Microsoft Corp. (NASDAQ:MSFT) continues to solidify its position as a frontrunner in monetizing artificial intelligence (AI), driving substantial gains for investors, explains Nigam Arora as he raises his price target on the Windows maker. What Happened: According to a recent note from the Arora...

Microsoft Corporation (NASDAQ:MSFT) has announced a $400 million investment in Switzerland to bolster its cloud computing and artificial intelligence (AI) infrastructure. What Happened:  The U.S. tech giant revealed its investment plans on Monday at a meeting between the Swiss...

Palantir Technologies Inc. (NASDAQ:PLTR) is rolling in tanks while Microsoft Corp. (NASDAQ:MSFT) is laying down cloud cables – and right now, the battlefield is tilting in favor of the war-tech disruptor. TITAN on Wheels: Palantir's AI-Powered Military Push Palantir, known for its mysterious...

Google’s parent company, Alphabet (NASDAQ:GOOGL), is paying $32 billion to buy cloud cybersecurity startup Wiz — a record deal for the company. This is not a Google Cloud power play; it’s a deal that can upend the entire cybersecurity sector and provide a new spark to ETFs invested in...