On July 2, Ed Yardeni of Yardeni Research appeared on CNBC to talk about the upcoming earnings season and how it is driving ...

Arm Holdings ARM is stepping up its ambitions in AI infrastructure with the Arm AGI CPU, a processor purpose-built for the ...

Meta Platforms Inc. (NASDAQ: META) added the most new data center leases in the first quarter of 2026, committing $79 billion, which is a 76% increase from the previous quarter. This brought its total ...

Arm Holdings plc (NASDAQ:ARM) is one of the best fast growth stocks to buy according to hedge funds. On June 2, at Computex ...

Once, tracking tech meant counting laptops in a closet. Today, IT, procurement, and operations teams juggle SaaS contracts, ...

Blue Energy, GE Vernova, and Crusoe are advancing a gas-to-nuclear model that pairs natural gas with SMRs to deliver firm ...

GitHub Copilot's shift to usage-based pricing could signal a broader move away from unlimited AI access as providers and customers confront the economics of large language models.

On DHUnplugged #807, hosts John C. Dvorak and Andrew Horowitz unpack SpaceX's post-IPO tumble, Alan Greenspan's death at 100, a stunning surge in RAM prices, Alphabet joining the Dow, and the mahjong ...

Oracle noted that construction of data centers may end up costing more or taking longer than expected. This could occur ...

These days, it is trying to become one of the most important players in AI data centers. Now, Oracle itself is warning ...

Regulatory filings and new business models suggest hyperscalers are shifting from simply building AI capacity to managing the ...

Oracle has filed a lawsuit against Wisconsin's Public Service Commission, challenging tariffs the agency imposed on very ...