Financial News

The chip maker is investing $10 billion in Taiwan to ramp up the manufacturing capacity for its next-gen chips.

Oracle (NYSE:ORCL) has launched a high-profile Project Jupiter data center advertising campaign in New Mexico, highlighting economic and environmental benefits. The campaign emphasizes sustainable infrastructure spending, local job creation, and cooperation with regional utilities. At the same time, investors are watching Oracle's growing use of debt and private credit to finance rapid AI data center expansion. Some lenders are reportedly pulling back from this exposure, prompting questions...

ARM stock is climbing to fresh highs after Jefferies argued Nvidia’s Vera CPU momentum could dramatically accelerate Arm’s long-term royalty growth in AI infrastructure.

Oracle (ORCL) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

WDAY rolls out Sana for ITSM and a new Travel Agent, adding AI agents that automate IT support and travel-to-expense workflows in a single platform.

Philippe Laffont was busy buying Taiwan Semiconductor Manufacturing Company and ASML Holding stock in the first three months of the year.

Philippe Laffont was busy buying Taiwan Semiconductor Manufacturing Company and ASML Holding stock in the first three months of the year.

Bloom Energy just landed a $2.6 billion deal with Nebius. Here's why BE stock looks like one of the best AI infrastructure plays right now.

Bloom Energy just landed a $2.6 billion deal with Nebius. Here's why BE stock looks like one of the best AI infrastructure plays right now.

These cloud giants continue to report strong results.

These cloud giants continue to report strong results.

The clean energy company is solving the AI power bottleneck immediately, removing grid reliance and doing so in an environmentally friendly way.

The clean energy company is solving the AI power bottleneck immediately, removing grid reliance and doing so in an environmentally friendly way.

DTE Energy (NYSE:DTE) has signed a 1.4 GW power agreement to supply Oracle data centers, reinforcing its role in large scale digital infrastructure. The company has received approvals tied to a 1 GW Google project, supporting additional clean power needs in Michigan. DTE Energy has issued a request for proposals for 1 GW of new renewable capacity as part of its long term clean energy plan. A new partnership with Delta Electronics focuses on a microgrid project that aims to improve...

DTE Energy (NYSE:DTE) has signed a 1.4 GW power agreement to supply Oracle data centers, reinforcing its role in large scale digital infrastructure. The company has received approvals tied to a 1 GW Google project, supporting additional clean power needs in Michigan. DTE Energy has issued a request for proposals for 1 GW of new renewable capacity as part of its long term clean energy plan. A new partnership with Delta Electronics focuses on a microgrid project that aims to improve...

(Bloomberg) -- As big tech companies raise hundreds of billions of dollars to fund artificial intelligence investments, Wall Street banks are increasingly finding they have to trade more credit derivatives to keep doing business with the hyperscalers.Most Read from BloombergNvidia CEO Urges Super Micro to Tighten Up on ComplianceTrump Doctor Visit Renews Health Scrutiny as 80th Birthday NearsTrump Says He’ll Announce Negotiated Deal With Iran ShortlyRubio Sees Good News Coming on Hormuz as Iran

S&P 500 rally hides bubble signs: extreme concentration, record valuations & negative equity risk premium. Read the full analysis here.

Attacks on data centers in the Middle East and persistently high energy prices have altered the calculus for operators of the facilities, analysts say.

(Bloomberg) -- As big tech companies raise hundreds of billions of dollars to fund artificial intelligence investments, Wall Street banks are increasingly finding they have to trade more credit derivatives to keep doing business with the hyperscalers.Most Read from BloombergTrump’s 3,711 Trades Point to Multiple Stock-Market StrategiesBungie Plans Layoffs After Ending ‘Destiny 2’ DevelopmentTrump to Force Foreigners Seeking Green Cards to Go Home FirstUAE Joins Saudis, Qatar in Urging Trump Not

Oracle’s debt-heavy AI expansion shows how private credit has become both the fuel for the AI boom and one of its biggest hidden risks.

Oracle’s debt-heavy AI expansion shows how private credit has become both the fuel for the AI boom and one of its biggest hidden risks.

AI-driven capex and senior housing demand are driving resilient stocks. Read what we're investing in here.

The S&P 500 Index ($SPX ) (SPY ) on Friday closed up +0.37%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.58%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.42%. June E-mini S&P futures (ESM26 ) rose +0.35%, and June E-mini Nasdaq futures...

The S&P 500 Index ($SPX ) (SPY ) on Friday closed up +0.37%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.58%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.42%. June E-mini S&P futures (ESM26 ) rose +0.35%, and June E-mini Nasdaq futures...

Nvidia is offering a peek behind the curtain of its data-center business. The new disclosure is meant to assuage investor worries about future growth.

Nvidia is offering a peek behind the curtain of its data-center business. The new disclosure is meant to assuage investor worries about future growth.

Oracle and Samsung Electronics have expanded their partnership to standardize semiconductor software development on Oracle Java SE Universal Subscription. Samsung plans to use Oracle Java globally across its semiconductor operations to unify application development and address security and compliance needs. The agreement deepens Oracle's role in supporting software for sensitive, high value semiconductor engineering. For investors watching NYSE:ORCL, this new agreement with a leading global...

Oracle and Samsung Electronics have expanded their partnership to standardize semiconductor software development on Oracle Java SE Universal Subscription. Samsung plans to use Oracle Java globally across its semiconductor operations to unify application development and address security and compliance needs. The agreement deepens Oracle's role in supporting software for sensitive, high value semiconductor engineering. For investors watching NYSE:ORCL, this new agreement with a leading global...

SoftBank shares surged over 30% in two days as OpenAI edges closer to a historic IPO. Here's what investors need to know before buying the stock.

SoftBank shares surged over 30% in two days as OpenAI edges closer to a historic IPO. Here's what investors need to know before buying the stock.