Tech giant Oracle (ORCL) recently revealed its latest AI agents that are designed to support supply-chain workers in various roles, from

Oracle looks like a big winner from the new Stargate Project. The tech giant began working more closely with OpenAI last summer. Oracle is outgrowing leaders like Amazon in cloud-infrastructure revenue.

Oracle Corporation (NYSE:ORCL) lost around $70 billion in market share after the stock price was down 14%. The firm has been making heavy investments in developing data centers in a bid to compete with big players like Amazon, Microsoft and Google.

Below is Validea's guru fundamental report for ORACLE CORP (ORCL). Of the 22 guru strategies we follow, ORCL rates highest using our Multi-Factor Investor model based on the published strategy of ...

Oppenheimer analysts view the news that DeepSeek, an open-source Chinese large language model, is outperforming OpenAI’s models at a fraction

Here is a minute's worth of news that is driving the market. Netflix (NFLX) shares are soaring on better-than-expected fourth quarter earnings. The streamer also added a whopping 18.9 million subscribers in the quarter.

As part of an agreement with Amazon, UPS said it said would cut the volume of Amazon deliveries it transports by more than 50% by the second half of 2026. UPS also said Thursday it expects revenue of "approximately $89 billion" in 2025, below Wall Street's consensus forecasts of $94.9 billion.

Overall, the analysts view DeepSeek’s emergence as a “negative for AI training and positive for inferencing infrastructure”, highlighting potential beneficiaries such as NET, DOCN, and EQIX.

The meteoric rise of Chinese start-up DeepSeek may have shaken Wall Street's confidence in some favorite trades, but it’s unlikely to change the immediate outlook for the spending that has fueled the AI rally,

AI stocks soared after OpenAI announced a partnership with Oracle and SoftBank that could result in up to half a trillion dollars of investment in AI infrastructure over the next four years.

Project Stargate launches with $100B AI investment, aiming for $500B, as big tech races to dominate AI infrastructure

Oracle (ORCL), fresh off of announcing its part in the massive Stargate Project alongside OpenAI and SoftBank, debuted its latest AI agents aimed at manufacturers during its CloudWorld event in Austin Thursday.