Oracle beat the headline numbers Oracle’s fiscal fourth quarter was strong on the surface. Revenue rose to $19.18 billion, ahead of expectations, while non-GAAP earnings per share came in at $2.11, also above consensus. Oracle’s own release described the quarter

Alphabet is tapping the market from a position of strength — and still getting punished Alphabet is not raising equity because it is weak. It is raising equity because the scale of the AI arms race is now too large

Pinterest just signed a deal that says a lot about where digital advertising and discovery are heading. The company will pay AWS $4 billion for cloud services through 2031, extending a relationship that dates back to 2010 and giving Amazon

Anthropic is widening the circle — carefully Anthropic is giving about 150 more organizations access to its Mythos cyber model, expanding the total group to roughly 200 partners through its Project Glasswing initiative. The new organizations span more than 15

Nvidia is making a more serious move into the PC market Nvidia’s latest product launch is not just another chip announcement. It is a direct push into territory long controlled by Intel and AMD. At its GTC Taipei event, Nvidia

Nvidia is now investing beyond the chip Nvidia has spent the past two years dominating the AI conversation through GPUs. Now it is making a different kind of move — one aimed at the infrastructure underneath the boom. Over the

Snowflake just gave the software market something it badly needed Snowflake delivered the kind of quarter software investors have been waiting for. Shares surged 38% after the company reported stronger-than-expected results and backed the numbers with a message the market

Amazon is taking one of its internal tools and turning it into a platform Amazon has done this before. First it built infrastructure for itself. Then it turned that infrastructure into a business other companies had to pay for. That

Micron just hit a level that would have sounded absurd not long ago Micron briefly pushed through the market cap level that would value the company at $1 trillion, a milestone that says as much about the market’s changing view

The AI trade may be about to get even more concentrated The artificial intelligence trade is already dominating the market, but the next phase could make that concentration even more extreme. According to Bank of America’s Michael Hartnett, adding IPOs