"But as I said, this one has more legs in the sense that there are more things that are happening that throw doubt on how fast or how profitable all the AI buildout is going to be." ...

A Fool since 2019, and a graduate of Cal State LA with a B.S. in Finance and M.A. in Economics. Parkev is an adjunct ...

The world of bits moves fast. The world of atoms doesn’t. And data centers are where those two worlds collide.” ...

With memory and networking becoming new bottlenecks, the Index added exposure to firms like SK Hynix, Broadcom and Astera ...

The Dow Jones Industrial Average rose 646.26 points, ​or 1.34%, to 48,704.01, vaulting above its November 12 closing record.

Bloomberg reported Oracle had delayed by a year the delivery of some data centers it's developing for ChatGPT maker OpenAI.

Circle and Ripple were among the crypto upstarts that received approval on applications filed with the Office of the Comptroller of the Currency. The OCC, part of the Treasury Department, regulates ...

Broadcom on Thursday said its AI revenue will double in the current quarter, but shares slumped as investors focused on ...

The hit to Oracle and Broadcom weighed on other tech shares during the day, as investors worried about AI spending and the ...

Oracle stock drops after revealing $300 billion OpenAI partnership costs exceeded Wall Street estimates for AI infrastructure ...

The hefty bill for financing the generative AI-hardware build-out may well be worth it for hyperscalers over the next several years, but it could put pressure on the stocks in 2026, according to ...

Despite a significant revenue miss and a 10% stock decline, Oracle’s fundamentals are stronger than ever when taking into ...