3+ day, 6+ hour ago  (544+ words) As AI infrastructure spending surges toward $3 trillion by 2026, the NVIDIA A100 GPU remains a cornerstone for training massive models, powering innovations from LLMs to real-time analytics, with sustained demand driving commercial value for investors eyeing semiconductor leaders. By Dr. Elena Voss,…...

2+ week, 13+ hour ago  (734+ words) Alphabet Inc. Class C stock (ISIN: US02079K1079) trades around $300 on Nasdaq, reflecting tech sector volatility. Investors assess AI advancements, antitrust risks, and macro shifts. DACH portfolios with US tech exposure should review positions amid Euro-USD fluctuations. Alphabet Inc. Class C stock…...

2+ week, 5+ day ago  (571+ words) Elastic NV stock (ISIN: NL0012650360) trades lower as investors weigh slowing revenue growth against strong recurring revenue in the search and analytics software sector, with European investors eyeing Xetra exposure. By Elena Voss, Senior European Tech Analyst - Examining Elastic NV's path…...

1+ mon, 7+ hour ago  (304+ words) Oracle raises $50B to meet $523B AI contract backlog, including a $300B OpenAI deal, while facing a securities fraud lawsuit over investment disclosures. To fund its ambitious build-out, Oracle has completed a bond issuance raising $25 billion. This debt sale is part of a…...

4+ week, 2+ day ago  (684+ words) Radian Arc, VNPT and Blacknut Launch GPU Infrastructure in Vietnam, Enabling Cloud Gaming and AI Ser'AD HOC NEWS Radian Arc, part of inferX, Submer's AI cloud and GPU infrastructure platform has partnered with VNPT, and COMIT, to launch Cloud Gaming…...

1+ mon, 4+ hour ago  (315+ words) Microsoft gains from U.S. government AI adoption but faces investor scrutiny over soaring capital expenditure for data centers and chips, raising questions on long-term profitability. Microsoft finds itself navigating a complex landscape of significant opportunity and mounting investor concern. While the…...

1+ mon, 2+ day ago  (492+ words) Class action alleges Oracle misled investors about AI infrastructure costs and scalability, citing a $50B CapEx forecast and negative cash flow. A new class action lawsuit accuses Oracle Corporation of misleading investors about the financial realities of its aggressive push into…...

1+ mon, 2+ day ago  (152+ words) Microsoft's robust cloud and AI demand contrasts with a sharp stock decline and escalating global antitrust probes, including a recent raid by Japanese regulators. Should investors sell immediately? Or is it worth buying Microsoft? This action in Japan mirrors ongoing…...

1+ mon, 2+ day ago  (151+ words) From AI factories and supercomputing to digital twins, cloud hosting, and edge AI, GIGABYTE enables telecommunications operators to turn network data into intelligence, automation, and new revenue streams. GIGABYTE Powers Telecom AI Transformation with End-to-End Infrastructure at MWC 2026 From Network…...

1+ mon, 5+ day ago  (145+ words) Oracle confronts securities fraud lawsuits and a 25% stock drop as investors question the costs and transparency of its aggressive AI infrastructure push. The lawsuits specifically allege that Oracle made misleading statements concerning its capital spending, its reliance on OpenAI, and…...