Oracle’s cloud infrastructure segment has become a key part of its current market narrative. Businesses are relying more ...

Some found out they didn't qualify for WARN Act protections like two-months notice because the company had classified them as ...

OpenAI cannot close $18 billion for its Broadcom chip deal, fueling fresh concerns about AI capex sustainability.

Baron Capital, an investment management company, released its Q1 2026 investor letter for the “Baron Discovery Fund”. A copy ...

Q3 earnings face scrutiny as DOJ smuggling investigation and Oracle contract loss concerns overshadow financial performance.

Palantir reports Q1 earnings under unusual pressure, after a 30% drawdown driven by Anthropic competition concerns and broader AI software multiple compression.

Enterprise intent to adopt hybrid retrieval tripled from 10.3% to 33.3% in Q1 as first-gen RAG architecture failed at agentic ...

OpenAI dismissed a WSJ report on missed targets as clickbait. Investors responded by selling Oracle, CoreWeave, SoftBank, and chip stocks. The real question is whether $600B in commitments still works ...

Dow dips as AI worries, crude rally weigh on sentiment. US stocks closed lower on Tuesday, retreating from record highs as ...

These five U.S.-listed stocks are most directly tethered to AI infrastructure spend. This is a map of where the risk sits if ...