Big tech has invested heavily in AI startups. Some of those startups are spending that money on Big Tech cloud services. Is that real growth?

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

Broadcom lands major AI chip deals with Anthropic and OpenAI, boosting growth and market share. See how AVGO stock is ...

AtlantiCare is nearly two years into its six-year Vision 2030 strategy, a systemwide roadmap built around multiple transformation pillars spanning clinical care, operations and infrastructure. One ...

Oracle is undergoing a fundamental financial transformation, channeling immense resources into its artificial intelligence cloud infrastructure. This strateg ...

Oracle exited the recent quarter with non-current notes payable and other borrowings (which are basically long-term debt) of ...

Oracle Corporation today announced fiscal 2026 Q2 results. Total Remaining Performance Obligations were up 438% year-over-year in USD to $523 billion. Total quarterly revenues were up 14% in USD, and ...

That’s how Jim Morrow, founder and chief investment officer of Callodine Capital, describes the eventual – inevitable – unwinding of what he calls “the most crowded trade in history.” Of course, he ...

Oracle AI World 2025 highlighted the growing role of agentic AI in ERP, finance and supply chain workflows, which are becoming essential to how these systems are built and used. Oracle’s decision to ...

At Oracle AI World, Larry Ellison delivered a keynote blending grand AI vision with Oracle's practical enterprise solution: using RAG and vectorization to let companies safely apply AI models to their ...

Big Tech companies are on track to spend hundreds of billions of dollars this year to build out artificial-intelligence infrastructure — but the real amount is even higher than headline numbers ...

Big Tech companies are using finance leases to fund data-center buildouts, circumventing massive up-front cash outflows Microsoft and Oracle have dramatically increased their use of finance leases, ...