UBS shared insights into the cloud segments of major tech companies ahead of their fourth-quarter earnings calls. The firm's analysis, based on conversations with over 20 customers and partners, ...

The US equity market is the most expensive it has ever been. After two years of blockbuster gains, most counters appear to be ...

In addition to Trump, you can guarantee that virtually every tech company will mention AI revenue and spending. According to ...

Oracle stock took off as President Trump announced the Stargate AI infrastructure project. Read why I maintain my buy rating for ORCL stock.

With ecosystem partners like Shopify, Meta and Google, Global-E Online continues to charge higher with another breakout near.

Microsoft CEO Satya Nadella reaffirmed Microsoft's $80 billion annual AI investment in response to Elon Musk's skepticism about Project Stargate's $100 billion funding potential, emphasizing the ...

Microsoft (MSFT) and Oracle (ORCL) are expected to maintain strong growth in 2025, driven by their positions in cloud ...

Oracle Corporation (NYSE:ORCL), a leading provider of enterprise software and cloud services, has been making significant strides in the rapidly evolving technology landscape. With a substantial ...

As Trump's unveiling of Stargate AI boosts names like Nvidia, Palantir and Broadcom, this stock screener highlights 23 ...

Technology Analysts, along with Mat Hughes, Analytics Practice Lead at Interworks and Darren Peirce, Principal at Cuesta Partners, provide an ...

Microsoft (MSFT) stock is advancing 4% after the tech conglomerate was named as a "tech partner" in the new Stargate AI venture.

Despite the significant enthusiasm surrounding President Trump's artificial intelligence announcement, Stargate Project, ...