Oracle’s cloud and AI pivot drives revenue growth and a strong backlog, but high capex and debt pose risks. Read why I rate ...
Strategic wins in data center expansion and sovereign cloud partnerships are redefining Oracle as the indispensable utility ...
The primary driver behind the sustained sell-off is a dramatic escalation in projected spending. Oracle has raised its capital expenditure forecast for fiscal 2026 to almost $50 billion—a 43% increase ...
SoftBank’s abandoning the AI lottery (Nvidia, startups) for the pick-and-shovel play. It’s unsexy but defensible, whoever ...
Thomas Goldstein was a superstar in the legal world. He was also a secret high-stakes gambler, whose wild 10-year run may now ...
The acquisition of US data centre investor DigitalBridge is the latest in founder Masayoshi Son's push to become a major player in AI.
Detailed price information for Digi Power X Inc (DGXX-Q) from The Globe and Mail including charting and trades.
We're halfway through the decade, and cloud saw a new narrative emerge in 2025. With outages knocking out half the web, and ...
If 2024 was the year of higher for longer, 2025 will be remembered as the year of the Debasement Trade. It was a year where ...
CNBC's Jim Cramer warns that speculative AI and tech stocks are due for a reckoning, then reveals which companies he's saying to "buy buy buy" instead.
SoftBank agrees to buy DigitalBridge for $16 per share, valuing the deal at about $4 billion including debt. The acquisition ...
Japan's SoftBank says it is buying US data centre investor DigitalBridge in a deal worth around US$4bil, the latest ...
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