There's no shortage of uncertainties surrounding productivity gains to be had from the AI boom. Will embracing ...
This triggered massive selloffs in megacap stocks. Nvidia (NVDA) fell 17%, losing over $500 billion in market capitalization ...
Gartner's note estimated that large-scale migrations, including scoping and technical evaluation, would take 18 to 48 months.
Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle and ...
Shares of Oracle ( ORCL 6.75%) are flying higher on Wednesday. The company's stock is up 6.4% as of 11:20 a.m. ET, but gained ...
Shares of Nvidia, Broadcom, and ASML slump as China’s DeepSeek threatens the companies’ dominance in artificial intelligence, ...
U.S. tech stocks, including Nvidia, Oracle and Broadcom, plummeted Monday after Chinese startup DeepSeek said it created an ...
"The narrative on Monday was that the eye-watering sums spent on AI capex by mega-cap tech companies could be somewhat ...
Broadcom (AVGO) also plunged 17%, losing about $200 billion in market value, while Oracle (ORCL) fell roughly 14%, or $70 billion in market cap. It made me curious how stocks have tended to ...