Why Nvidia, Microsoft, Oracle, Arm, and Other AI Stocks Are Surging Wednesday
Shares of Nvidia, Microsoft, Oracle, and other AI-related companies surged Wednesday after the Trump administration’s ...
Microsoft’s relationship with OpenAI cracked when it hired Mustafa Suleyman, rival Marc Benioff says
Salesforce CEO Marc Benioff said that the two AI leaders, Sam Altman and Mustafa Suleyman do not care for each other.
Stargate project rallies Oracle and Microsoft shares
On Thursday, shares of Oracle Corporation (NYSE:ORCL) experienced a significant increase, surging 7% following the announcement of the Stargate Project, a major initiative to enhance domestic AI ...
Microsoft Poised to Benefit From Stargate JV With Zero Money
When President Donald Trump joined tech executives on Tuesday to tout a multibillion-dollar artificial intelligence project ...
Microsoft is letting OpenAI get its own AI compute now
The new agreement “includes changes to the exclusivity on new capacity, moving to a model where Microsoft has a right of ...
Microsoft loses status as OpenAI's exclusive cloud provider
Microsoft won’t be the sole cloud provider for OpenAI but can decide whether to deliver the capacity or allow another company ...
Oracle: Time To Bet Big On $500 Billion Stargate Stardom
Oracle stock took off as President Trump announced the Stargate AI infrastructure project. Read why I maintain my buy rating for ORCL stock.
How Oracle Plays Cheaply in AI
The software company has less spending power than other megacap techs, but partnerships and its data-center design give it ...
Stargate ‘not a material negative’ for Microsoft, positive for Oracle, says BofA
After President Trump announced the formation of “Stargate,” a “new American company that will invest $500B at least in AI Infrastructure in ...
Stargate Project: Microsoft Gains, Oracle Waits, Data Centers Face Long-Term Questions
President Trump's $500B Stargate Project unites tech giants to boost US AI supremacy. Microsoft and Oracle stand to benefit, but uncertainty remains.
OpenAI’s Stargate Deal Heralds Shift Away From Microsoft
The partnership that launched the AI boom has been strained by disagreements over computing resources.
Oracle Takes Run at Cloud’s Big Three With Trump-Backed AI Pact
Oracle Corp. has charged out of the gate in 2025, after its best year in a quarter-century. A plan unveiled with President ...