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Micron just proved the AI boom isn’t over — and exposed what Oracle, Broadcom got wrong
Strong pricing, a favorable mix, and operating leverage drove expanding margins, in sharp contrast to margin pressure at ...
Compared to its prior-gen A2 instances, which are based on Ampere's older AmpereOne (non-M) chips, Oracle claims customers ...
AI initiatives don’t stall because models aren’t good enough, but because data architecture lags the requirements of agentic systems.
With memory and networking becoming new bottlenecks, the Index added exposure to firms like SK Hynix, Broadcom and Astera ...
A lacklustre trading update reignited fears of a bubble in richly-valued artificial intelligence stocks, that analysts warn ...
US stocks fell on Wednesday as investors weighed what the latest data means for the Fed's interest rate policy, with tech ...
Oracle Cloud Infrastructure (OCI) is growing fast, with revenue up over 50% year-over-year, though it still holds a smaller ...
Oracle's recent 30% share price drop mainly only erased irrational post-RPO announcement gains. ORCL's future growth is highly dependent on cloud infrastructure and concentrated OpenAI commitments, ...
On September 25, President Trump signed an executive order titled “Saving TikTok While Protecting National Security.” Trump announced that a majority stake of TikTok’s U.S. operations—80 ...
In case you've been living under a rock, memory prices have been rising at an astounding rate recently, thanks to an ongoing supply shortage, which is largely attributed to AI server demand swallowing ...
Ayyoun is a staff writer who loves all things gaming and tech. His journey into the realm of gaming began with a PlayStation 1 but he chose PC as his platform of choice. With over 6 years of ...
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