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New York Gov. Kathy Hochul paused construction of the state’s largest data centers for up to a year, adding to growing political resistance facing AI infrastructure projects.
IBM stock collapses 25% after the company preannounced its Q2 earnings results.
Both companies posted blockbuster AI cloud numbers, yet the market treated them like night and day. The reason comes down to a fundamental split in how each is funding its AI ambitions, and one balance sheet tells a story investors did not expect.
Oracle's stock has crashed amid growing investor concerns about the company's aggressive AI infrastructure spending, rising debt, equity dilution, and heavy reliance on OpenAI.
AI companies are losing a $130 billion battle they never saw coming, and Mark Cuban says the real enemy has nothing to do with permits, power grids, or zoning boards.
Hunterbrook attacked Bloom Energy in a report, alleging the company downplayed its reliance on Chinese supply chains for scandium oxide, a key input for its fuel cells. Shares fell as much as 12% before a rebound.
Jim Cramer pinpointed a single market variable that could either unlock NVIDIA's next surge or keep the stock in check, and it has nothing to do with earnings or tariffs.
Oracle's founder has watched his fortune collapse faster than any other billionaire on the planet this year, and the reason has Wall Street questioning whether the company can survive the AI arms race at all.
(Bloomberg) -- Shares of software and IT services companies plunged Tuesday after International Business Machines Corp. reported preliminary results that missed analyst expectations, reigniting questions over the sector’s prospects.Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Trump Embraces Australian Retirement System Backed by Larry FinkDisney Exiting Streaming Could Spur 40% Rally: Wells FargoO
This AI infrastructure giant can step on the gas once again and deliver phenomenal gains to investors.
Investing.com -- B. Riley is framing this week's second-quarter earnings reports from ASML and TSMC as "tone-setting" for the entire semiconductor and semiconductor capital equipment sector, arguing that a $880 billion surge in AI infrastructure spending has arrived roughly 12 months ahead of the firm's prior forecasts.
The seized coins landed at the government's custodian, which stops short of a sale but has revived questions about Trump's no-sell pledge.
Oracle shares tumbled 6.5% on Monday amid a market-wide sell-off triggered by the escalation of the war in Iran.
Oracle and IBM are both gaining market share in the cloud computing industry, but one of them appears to be the clear winner.
The technology company needs to overcome doubts over the cost of its AI infrastructure build out ad its reliance on OpenAI.
Oracle just broke through a key technical floor while S&P Global questions whether its massive AI bet will swallow the company whole. What happens next could separate a generational buying opportunity from a debt-fueled collapse.
Hyperscaler giants are hemorrhaging cash while two chip names absorb every dollar they spend, but only one of those chipmakers belongs in a retirement portfolio and the answer may surprise you.
California and 11 other US states are suing to block Paramount’s $110bn deal to buy Warner Bros.
Since the AI hiring correction took hold, tens of thousands of employees have watched their jobs disappear, despite the companies that cut them posting some of the strongest earnings in their history. Oracle (ORCL) eliminated 21,000 positions over the past year, even as its full-year adjusted ...
CNBC's 20th annual state business rankings just upended conventional wisdom about which state economy leads the country, and the runner-up is pulling in more foreign investment than anyone else on the list while quietly carrying one of the biggest economic vulnerabilities in the nation.
Yahoo Finance Executive Editor Brian Sozzi and Markets and Data Editor Jared Blikre break down TKO Group Holdings (TKO) stock's recent moves following Conor McGregor's disappointing performance in UFC 329.
Fresh U.K. cloud regulations have put Microsoft in the spotlight, leaving its investors watching the road ahead.
Tech giants are borrowing at a pace that would have seemed unthinkable just a few years ago, betting that AI revenues will eventually justify the load. But skeptical investors, blocked construction projects, and corporate silence about real returns are raising questions the industry does not yet have answers for.
Google Cloud's new U.K. regulatory designation on July 13 highlights both its rising strategic importance to global finance and the greater scrutiny that comes with it.
WDAY's lower valuation and rising earnings estimates give it an edge over ANET despite weaker price performance and slower projected sales growth.
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