UBS shared insights into the cloud segments of major tech companies ahead of their fourth-quarter earnings calls. The firm's analysis, based on conversations with over 20 customers and partners, ...

Overall, analysts continue to remain bullish on Nvidia stock. The consensus rating is a "Strong Buy,” with a mean target price of $176.90, indicating upside potential of about 20.3%. Out of 43 ...

In addition to Trump, you can guarantee that virtually every tech company will mention AI revenue and spending. According to ...

Oracle stock took off as President Trump announced the Stargate AI infrastructure project. Read why I maintain my buy rating for ORCL stock.

With ecosystem partners like Shopify, Meta and Google, Global-E Online continues to charge higher with another breakout near.

Microsoft CEO Satya Nadella reaffirmed Microsoft's $80 billion annual AI investment in response to Elon Musk's skepticism about Project Stargate's $100 billion funding potential, emphasizing the ...

Taiwan's HTC said on Thursday it will sell part of its unit for extended reality (XR) headsets and glasses to Google for $250 ...

Microsoft (MSFT) and Oracle (ORCL) are expected to maintain strong growth in 2025, driven by their positions in cloud ...

Oracle Corporation (NYSE:ORCL), a leading provider of enterprise software and cloud services, has been making significant strides in the rapidly evolving technology landscape. With a substantial ...

Project Stargate will see companies like Oracle, SoftBank, MGX, and OpenAI commit an initial $100 billion to build data ...

Technology Analysts, along with Mat Hughes, Analytics Practice Lead at Interworks and Darren Peirce, Principal at Cuesta Partners, provide an ...

The Trump Administration has announced an AI infrastructure joint venture in the U.S. named “Stargate,” comprised of OpenAI, SoftBank Group (OTC:SFTBF) (OTC:SFTBY), Oracle Corp (NYSE:ORCL), and Abu ...