The OpenAI deal fallout exposes the fundamental danger of being the most leveraged player in a market where the chip cycle moves faster than the concrete dries.

To have confidence in this trade, you’ll want to anticipate long-term appreciation in the stock. Because when the time comes, you want to be enthusiastic about ...

ADJUSTED EARNINGS PER SHARE: Adjusted earnings are expected to come in at $1.70 a share, compared with $1.47 a share the prior year. The stock has fallen 23% since the beginning of the year, and ...

Oracle is reportedly planning thousands of layoffs as it pours billions into AI data centers, raising investor concerns over ...

Hillman highlights Teradata’s interoperability with AWS, Python-in-SQL, minimal data movement, open table formats, feature ...

The open-source data stack promised freedom from vendor lock-in. For many teams building an open source data lakehouse, it delivered a different kind of cost, and not just in dollars. But the answer ...

Wall Street is turning increasingly bullish on three AI infrastructure plays heading into a busy earnings stretch.

IBM and Cobalt Iron are launching Secure Automated Backup with Compass for IBM Cloud customers-a major expansion of the companies' joint commitment to deliver modern, automated, and highly secure data ...

Last week offered a clear split in the data center and AI infrastructure trade. Oracle held its ground and then some, rising on AI cloud momentum and an analyst upgrade. Meanwhile, CoreWeave and ...

SourceFuse partners with Databricks to help enterprises modernize data platforms, unlock AI & GenAI capabilities, ...

Oracle began transitioning into a cloud company several years ago, and the process is at a crucial juncture as it reports its third-quarter earnings on Tuesday afternoon. Wall Street analysts expect ...

Oracle stock is down 50% from September highs, with Q3 earnings offering a chance to rebuild momentum.