The world of bits moves fast. The world of atoms doesn’t. And data centers are where those two worlds collide.” ...
Oracle's capital expenditures (capex) clocked in at $12 billion for the quarter, up from just $4 billion in the same period ...
Oracle stock (NYSE: ORCL) plunged 5% on Friday after Bloomberg reported that the cloud giant has pushed back the completion of several data centers being built for OpenAI from 2027 to 2028. The delay ...
This has led to a balance sheet with more than $10 billion in long-term debt, and this is not cheap debt. CoreWeave is forced ...
US solar PV module prices have stabilised at just over US$0.28/W in the three months to November 2025, according to Anza.
In this post, we will explore the historical context, discuss the associated risks, and offer guidance on navigating the ...
If you hold Advanced Micro Devices (AMD), this week has been unsettling. The stock hasn’t plummeted like Oracle, but the ...
AI is rapidly moving from concept to practical applications across health care, transit, and other industries.
Did people complain – and by people, we mean Wall Street – as the world’s largest bookseller invested huge amounts of money ...
Oracle stock fell 14% after announcing a $15B increase in 2026 capex, much of it tied to OpenAI, erasing $105B in value.
Oracle has plowed more than $20 billion into capital expenditure in the first half of its financial year, as the tech company ...
Oracle Corporation's raised capex sparks valuation, ROI, and AI funding concerns. Click for what this means for ORCL margins, ...