Oracle shares slid in premarket trading after the company unveiled plans to raise up to $50 billion this year to fuel its cloud and AI expansion, prompting investor unease over its growing debt burden and the long-term payoff of the sector's spending spree.
Oracle announces plans to raise up to $50 billion in 2026 through debt and equity to massively expand its cloud data centers, aiming to meet surging demand from AI leaders like Nvidia, OpenAI, and xAI.
The rapid adoption of OpenClaw, an open-source autonomous AI agent platform, is moving beyond social media buzz to directly execute transactions on blockchain networks, prompting both excitement about efficiency and deep concerns over market stability and accountability.
A quiet crisis is eroding the foundation of U.S. economic decision-making. As key federal data agencies face budget cuts, political pressure, and operational challenges, the resulting information gap could leave policymakers and businesses 'flying blind,' increasing the risks of policy missteps, deeper recessions, and prolonged unemployment.
The Italian construction giant Webuild secures a major contract to build a critical section of the SS106 Jonica road, a project set to enhance connectivity in Calabria while creating hundreds of jobs and employing advanced construction technologies.
Palantir Technologies expands its strategic footprint in Asia through a deepened partnership with HD Hyundai, while securing a pivotal role in building sovereign AI data centers across Europe, the Middle East, and Africa with Sovereign AI and Accenture.
French IT giant Capgemini moves to sell its U.S. government solutions subsidiary following political and internal pressure over its contract with Immigration and Customs Enforcement (ICE), as public debate intensifies around tech's role in immigration enforcement.
In a strategic move to solidify its position in the booming AI data center market, Amphenol has struck a deal to acquire CommScope's Connectivity and Cable Solutions division, marking one of its most significant acquisitions to date.
As Amdocs prepares to report its quarterly earnings, investors are weighing its growth trajectory against a backdrop of mixed sector performance and heightened scrutiny on profitability.
Shares of Applied Optoelectronics (AAOI) soared to a record high Friday, driven by analyst optimism over its critical role in powering AI data centers with advanced laser technology.
Applied Optoelectronics (AAOI) shares have experienced significant volatility following a major 800G transceiver order and strategic expansion into AI-focused products. With the stock trading above analyst targets after a strong multi-year run, investors are weighing future growth prospects against current valuation concerns.
In a strategic move to modernize financial services, DXC Technology partners with Ripple to embed digital asset custody and payment solutions directly into legacy core banking systems, aiming to facilitate institutional adoption of blockchain technology.
Analyst coverage initiated with an 'Overweight' rating and a $413 price target points to a transformed contractor poised to capitalize on data center demand, grid modernization, and reshoring trends.
Shares of Advanced Drainage Systems (NYSE: WMS) have shown resilience amid recent market volatility, posting solid long-term gains. With a fair value estimate suggesting potential upside, investors are weighing the stock's premium valuation against its growth trajectory in the construction sector.
As hyperscalers seek alternatives to expensive GPUs, Broadcom's custom chip design expertise positions it to capture a massive share of the projected $1.4 trillion data center capex market by 2030.
Elon Musk is reportedly in discussions to merge his aerospace giant SpaceX with his artificial intelligence venture xAI, aiming to create an integrated powerhouse for deploying AI data centers in orbit, powered by space solar energy.
The potential nomination of former Fed Governor Kevin Warsh has sent ripples through financial markets, spotlighting his complex history with cryptocurrency—from early-stage investor to critic of Bitcoin as money, and now a proponent of a U.S. digital dollar.
Keefe Bruyette significantly raises its price target for Cipher Mining (CIFR), citing the company's strategic expansion into AI and high-performance computing data centers as a key growth driver.
Despite a challenging year marked by oil price volatility and softer demand for completion services, Liberty Energy (LBRT) closed 2025 with a resilient Q4 performance. The company is aggressively scaling its distributed power solutions business, targeting 3 GW of projects by 2029, even as it manages pricing pressures in its core fracking operations.
SAP SE's stock plunged to a yearly low following a cautious sector outlook from JPMorgan, which highlighted AI's potential to disrupt traditional SaaS business models, despite the company reporting robust annual earnings.
