Oracle (NYSE: ORCL) missed revenue expectations and pushed out key data center timelines to 2028, triggering a broad reassessment of near-term AI infrastructure returns. Massive capital requirements, ...

China said it hopes companies involved in the TikTok transaction will reach solutions that comply with Chinese laws and regulations while balancing the interests of all parties, reported Reuters.

Broadcom Inc (NASDAQ: AVGO) shares fell Wednesday as chip stocks came under pressure following reports of a major breakthrough in China's semiconductor ambitions and uncertainty around Oracle's ...

Our conversation began with a simple observation. A lot has happened in AI over the past week, and not all of it has been good. Lee opened by pointing directly at Oracle’s earnings report, which on ...