Semtech (SMTC) gets a Sell rating as valuation outpaces conservative guidance; LPO AI data center upside looks limited. See ...

Oracle is undergoing massive AI-driven data center expansion, pressuring debt and margins in the near term. Learn why ORCL ...

Oracle Corp. shares extended their rebound on Monday, as ramped up capex spending by US technology giants helped soothe ...

The hyperscaler dollar financing raid bond market participants have been expecting started this week with a $25bn deal from ...

Oracle stock continued to drop in January.

Oracle's new financing efforts come after Wall Street showed skepticism around its costly build-out of data centers and other ...

Oracle is expected to blow through US$23.6bn of free cashflow in its fiscal year ending May 31, another US$21.4bn in fiscal 2027, and US$17.9bn in fiscal 2028, as capex grows from US$50bn to US$62bn ...

In 2026, Amazon plans to spend $200 billion in capex. Google is just behind at $175 billion to $185 billion. It's a lot of ...

N Plus (VNP:TSX) is currently the top gainer for the year on the TSX and National Bank of Canada Capital Markets analyst ...

Broadcom will be a major beneficiary of Google's massive spending increase on AI data centers, analysts say. Broadcom stock ...

Executives of ConocoPhillips Co., Houston, have reiterated their 2025 production targets even though they’ve trimmed their capital spending budget for the year by $500 million and their adjusted ...