Oracle ORCL and Penguin Solutions PENG sit on opposite ends of the AI data center value chain, yet both are key beneficiaries ...

Instead, investors seem focused on the bill. Oracle's capital expenditures hit $55.7 billion in fiscal 2026 -- above the $50 billion management forecast in March -- and free cash flow came in at ...

A small group of AI companies is driving an outsized share of the S&P 500’s growth, fueled by trillions in planned investment ...

Oracle’s earnings report shows spending on data centers and AI infrastructure isn’t slowing down.

Infrastructure leaders at Microsoft and Oracle say preventing local opposition from slowing data center growth means ...

Tech giants Meta and Microsoft are pouring billions into future data center leases, pushing industry-wide commitments past ...

Overvalued, over-owned, piling on debt and burning through cash flow at a rate that matches the dotcom darlings in the final months of speculative blow-off in 1999.

A TIME investigation—drawing on government reports, court documents, 911 calls, and worker interviews—uncovers safety ...

July-August 2026 The July issue of Supply Chain Management Review explores how organizations are preparing for the future ...

America is running a real-time experiment in politics and prosperity, and California and Texas are the laboratories. As one ...

Wednesday, June 17, 2026 The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including NVIDIA Corp.

AMD, Lam Research and Cisco headline new analyst reports as AI demand, semiconductor spending and networking trends drive ...