Actualités

Nvidia just moved beyond selling processors and seized control of the invisible infrastructure that every AI cluster depends on, and the companies supplying that buildout are already reporting explosive growth.

These companies have different business models, but share strong AI tailwinds.

The past 12 months included the software giant's best day since 1992. They still ended with a loss.

In recent weeks, Oracle and Amazon Web Services expanded their long-term collaboration to accelerate migration to Oracle AI Database@AWS, while Oracle also announced a multi-year quantum computing partnership with Quantinuum and new AI-driven Fusion Agentic Applications for HR, deepening its cloud and AI offerings. At the same time, Oracle faces credit downgrades, heavy debt-funded AI infrastructure spending, and a delayed gas pipeline for its New Mexico AI data center, highlighting the...

The artificial-intelligence boom is sold to investors as one of the broadest technology shifts in decades. And a shockingly substantial part of the answer may lie with just two corporations, says Steve Eisman. The investor best known for betting against the U.S. housing market before the financial ...

The company's major plans for its data center future suffered a setback.

Oracle dismissed concerns of delay, saying that Project Jupiter remains on schedule.

Here is a way to collect a steady income stream from Adobe stock right now, which you keep no matter what, while lining up a chance to buy this creative software giant at a deep discount if its turnaround stumbles.

IonQ, Quantinuum, and other notable names in the quantum sector have reported earnings, which broadly showed that traction continues to grow.

Oracle's enormous cloud backlog provides demand visibility, but data-center construction continues requiring substantial external capital.

Oracle'sstock chart looks like a horror movie right now, and the plot keeps getting scarier. Shares of Oracle (ORCL) have fallen almost 50% from its September 2025 peak and are down 20% year-to-date. The recent sell-off is driven by a credit downgrade, a spike in bond insurance costs, and ...

What the options market has priced into Intuit is not a direction but a range wide enough to change how big a position should be.

A low correlation to the index says the return is genuinely its own, while its behavior on the market's down days says it has not softened them.

Consensus has Oracle's multiple dropping steeply by the second forward year, and what that fall rests on is not better margins but data centers the company is still building.

ORCL expands its AWS database partnership to 22 regions, bringing Exadata-class performance to AI-ready workloads while advancing its multicloud strategy.

Salesforce gains agentic AI traction as Agentforce adoption rises, leveraging its CRM base to challenge Microsoft and Oracle in enterprise AI.

Michael Burry is doubling down on bets against Micron and the QQQ even as those positions bleed, convinced a larger market collapse is coming. With Wall Street overwhelmingly on the other side, the question is whether he is a contrarian genius or a cautionary tale in slow motion.

“Big Short” investor Michael Burry is doubling down on his bet against the AI infrastructure boom, adding to short positions in Oracle Corp. (NYSE:ORCL), Micron Technology Inc. (NASDAQ:MU) and Nebius Group (NASDAQ:NBIS) as he predicts an AI compute glut in...

Some companies deserve the praise and attention that investors are giving them. Ones whose growing margins come from cutting their labor force don’t, Amir Goren writes.

A recent Cloudera report highlights significant challenges enterprises face in implementing AI projects, with 95% having delayed or canceled initiatives due to infrastructure limitations. The survey findings, from over 1,500 IT architects, indicate a widespread need for overhauling legacy data architectures to support scalable and secure AI across hybrid environments. This shift, termed "The Great AI Re-Architecture," underscores the increasing complexity of data governance and the ongoing...

Steve Eisman says OpenAI and Anthropic drive 70% of Big Tech AI revenue, and cheap Chinese models could threaten it.

It has lost more than half its value in less than a year.

Alithya Group (TSE:ALYA) reported lower first-quarter revenue and profitability as longer client decision-making and project conversion cycles reduced utilization, while management said its pipeline of late-stage opportunities continued to build. Revenue for the quarter totaled CAD 105.1 million, d

Both the yeas and the nays agree that earnings growth has been stellar. But what underpins that strength is a matter of debate.

Betting against AI still looks like a dangerous game. In particular, one fast-growing AI neocloud stock has surged more than 200% in 2026, as investors continue to pour money into companies facilitating the AI boom. Demand looked relentless, and the market’s been pricing in plenty more ...

What changed against expectations was pricing power rather than the revenue line, and the open question is how fast scale turns into margin against the cost of the debt behind the build.

Strong AI demand may already be priced in.

Oracle shares rally as Amazon partnership targets growing AI workloads

Michael Burry targets Nebius, Micron and Oracle with bigger bearish bets

INTU expands its mid-market push with AI-powered tools, broader QuickBooks offerings and IES capabilities for complex businesses.