Many major cloud companies have continued raising their AI spending forecasts as they race to build more data centers and expand AI capacity.

Meta Platforms is rated Sell due to overvalued AI monetization, worsening Reality Labs losses, and imminent negative FCF from ...

Oracle Corporation ORCL used its fourth-quarter fiscal 2026 earnings call to frame the business less around a single quarter’s beat and more around the scale of its AI infrastructure opportunity.

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Oracle maintains a robust investment case, driven by surging cloud infrastructure revenue growth and a record-high revenue backlog. Despite a significant stock price decline since the fourth-quarter ...

Oracle’s updated pricing framework now reflects a fair value estimate of US$241.97, compared with the previous US$248.15 level. This adjustment lines up with a more mixed analyst narrative, as ...

Hewlett Packard Enterprise (NYSE:HPE | HPE Price Prediction) stock is up 11% to $61.49 in Friday morning trading, one of the biggest single-session moves the server and networking maker has posted ...

SAP stock nears 52-week low after Oracle's $95B AI capex plan sparks sell-off, despite rare BSI cloud clearance and a German e-invoicing mandate that should drive cloud migrations. A rare government ...

SAP shares slump 31% YTD pressured by Oracle’s $95B capex and sector downgrade, but Q1 cloud revenue rose 27% and Bernstein sees 97% upside. The firm doubles down on AI with new assistants and a stake ...