It’scommitted to buildinghuge chip-filled data centers for OpenAI, but it doesn’t have the cash to do so. So far, the company has been able todefray the upfront costs of constructing the data center’s ...
Goldman Sachs rates Microsoft, Oracle, ServiceNow as Buy and Adobe, Datadog as Sell in new software sector coverage for 2026 ...
A handful of the most prescient investing pros detail their recommendations for 2026.
Look at Oracle if you want to assess the sustainability of the AI investment boom: Its credit default swaps are emerging as a way to 'hedge the entire debt cycle within AI' For a few brief weeks in ...