AI infrastructure debt is quietly hitting retail funds as hyperscalers push off‑balance‑sheet financing. Click here to read my most recent analysis.
CEO, Marc Lipschultz. As a reminder, if you want to ask any questions, you can do it through the pigeonhole portal, and they will show up on my iPad here, and I'll try to work them in. Marc, thanks ...
Arm has confirmed ByteDance and Oracle as customers for its in-house AGI CPU, validating its shift from CPU-IP licensor to silicon vendor and adding hyperscaler-side pressure to Intel and AMD.
Oracle is ditching a contentious plan to construct a natural gas plant to power one of its newest data centers. Instead, Oracle said last week that it will partner with fuel-cell maker Bloom Energy to ...
Hyperion Asset Management has dramatically lifted its exposure to old-world mining and industrial stocks as it attempts to recover from the worst stretch of underperformance in the firm’s three-decade ...
Suddenly, I’ve been seeing sweet shift dresses all over the place. The timing makes sense, I suppose. Summer is the best season for dress trends featuring mini hemlines and breezy A-line silhouettes, ...
Oracle's surging AI infrastructure backlog and bullish analyst upgrades contrast with Adobe's stock decline amid rising generative AI competition. Investors are increasingly rotating capital from ...
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Can I use blockchain technology? Will artificial intelligence take over my career? What exactly is "Machine Learning"? These are some of the questions „SHIFT – Living in the Digital Age“ tries to ...
Automation over crisis: Mittal said Oracle’s layoffs and offer revocations stem from automation and efficiency gains, not financial trouble. Caution on startups: He dismissed advice urging all ...
More than 35 companies have laid off employees so far in 2026, continuing the trend of significant workforce reductions across a broad range of industries, including tech, media, finance, and retail.