MU rides on surging HBM chip demand and tight supply, boosting pricing power and margins, while Oracle's risks tilt the AI stock race.

A securities class action lawsuit has been filed against Oracle, alleging misleading statements about its AI infrastructure strategy, capital spending, and related financial risks. The complaint ...

Multiple securities fraud class action lawsuits have been filed against Oracle (NYSE:ORCL), focusing on its disclosures around AI infrastructure and related financial risks. Law firms claim Oracle ...

No major finance body or organization is exempt from the risks of price traps and messy finance software migrations. The Bank of England is a prime example with its recent project to migrate to Oracle ...

OpenAI's ambitious $500 billion Stargate data centre project is facing significant setbacks, including stalled timelines and financing issues. Originally planned as a historic AI infrastructure ...

The core of market apprehension centers on Oracle's aggressive transition. The company is undertaking a capital-intensive transformation from its traditional software licensing model to a provider of ...

The deal could ease some of Wall Street's fears about Amazon's monster $200 billion capex spending, and accelerate its ...

Oracle Corporation’s (NYSE:ORCL) public statements about its AI infrastructure programme, with attention on how capital spending plans, project readiness, and demand messaging were presented. Market ...

Oppenheimer upgraded Oracle (NYSE:ORCL) to Outperform from Perform and set a $185 price target, arguing the recent selloff has created a more attractive entry point for the stock.

Top cloud service providers reach combined $710bn capex By Staff Writer, ITWebJohannesburg, 26 Feb 2026Google widens its ASIC lead, with TPUs expected to power nearly 78% of its AI servers this year.