This week's announcement by President Donald Trump of a massive private-sector investment to build more AI data centers casts a spotlight on a relatively small and nimble class of cloud computing ...
The US equity market is the most expensive it has ever been. After two years of blockbuster gains, most counters appear to be ...
The details of Stargate Project involve a collision of money, politics, and egos—with many potential conflicts down the road.
Oracle Corp. has charged out of the gate in 2025, after its best year in a quarter-century. A plan unveiled with U.S. President Donald Trump has intensified hopes that its cloud business will see a ...
As the rise of AI heightens the need for clean energy to fuel data centers, South Carolina aims to restart construction on a partially-built, defunct nuclear power plant. Will Big Tech finish what ...
As news trickled out about President Trump's announcement of a new $500 billion Stargate joint venture focused on artificial-intelligence infrastructure, some potential beneficiaries emerged.
Oracle stock took off as President Trump announced the Stargate AI infrastructure project. Read why I maintain my buy rating for ORCL stock.