Both Amazon and Microsoft should perform well in 2026, but one has the bigger opportunity.
The cloud industry is entering a stage of hypergrowth driven by generative AI, hybrid and multi-cloud adoption, and global data acceleration. In 2025, global cloud infrastructure (IaaS) spending ...
Having benefited from years of forward-looking power planning, IREN has transitioned to become the essential infrastructure ...
Oracle exited the recent quarter with non-current notes payable and other borrowings (which are basically long-term debt) of ...
Oracle announced its fiscal 2026 Q2 financial results, reporting a significant increase in remaining performance obligations to $523 billion, up 438% year-over-year. The company’s total quarterly ...
It tracks the Indxx Artificial Intelligence & Big Data Index and, with 86 stocks, is the most diversified fund on the list. Top holdings are Alphabet, Samsung, Broadcom, Advanced Micro Devices, and ...
When Oracle’s AI buildout translates into revenue and what it does if OpenAI fails to pay are among the questions.
RPO growth looks inflated as near-term recognizable revenue lags sharply, fueling fears of circular or non-monetizable AI ...
From the lush, green coastlines of sugarcane fields to the bustling financial center of Port Louis, Mauritius, the "P ...
Oracle holds a solid spot in the market, particularly strong in database technology, which is a big advantage as cloud ...
As Nigeria invests heavily in data centres to secure its lead in Africa’s digital race, significant challenges continue to ...
After years of resisting multicloud, AWS has unveiled Interconnect and acknowledged what practitioners have long known: Best ...