The OpenAI deal fallout exposes the fundamental danger of being the most leveraged player in a market where the chip cycle moves faster than the concrete dries.

In its fourth-quarter 2025 investor letter, YCG Investments highlighted stocks such as Verisk Analytics, Inc. (NASDAQ: VRSK ) ...

The AI boom has produced plenty of big numbers and bold headlines—but few rival “Stargate,” the massive data center project ...

Oracle and OpenAI have abandoned plans to expand a flagship artificial intelligence data center in Texas after ​negotiations ...

Oracle may cut thousands of jobs in 2026 as it redirects billions toward AI data centres, automation and its massive Stargate infrastructure project.

The report suggests that Oracle Chairman Larry Ellison is leading a major push to build new data centers that can handle demanding AI tasks for big customers, including OpenAI.

Oracle plans thousands of layoffs as it ramps AI data center spending and targets $45–$50B for cloud capacity.

The shared services deal to run HR and finance systems for four departments is already the subject of a legal claim from ...

AI advances trigger software selloffs as infrastructure software trades at 11x sales, offering a mispriced buy opportunity.

Those that solve artificially simplified problems where quantum advantage is meaningless. Those that provide no genuine quantum advantage when all costs are properly accounted for. This critique is ...

The cost of allowing data's value to decay, even briefly, is real. Revenue opportunities are missed, marketing spend is wasted, and operational inefficiencies creep in. A single failure can damage ...

This guide provides instructions for running the free version of Oracle Database 23c (23.3.0.0) and 23ai (23.4.0.0) on OpenShift 4.14. It also includes instructions on using the 23ai lite ...