News
Billionaire Investor Reduces Microsoft Stake Amid Cloud Growth Concerns
1+ day, 15+ hour ago (364+ words) Billionaire Investor Reduces Microsoft Stake Amid Cloud Growth Concerns iShares Core Russell U.S. Growth ETF SPDR S&P 500 Growth ETF Activist investor'Dan Loeb's Third Point LLC slashed its stake in'Microsoft Corporation (NASDAQ:MSFT) by 16% in the fourth quarter of 2025. According to…...
Oracle’s Workforce Cuts To Fund AI Cloud Buildout Could Be A Game Changer For Oracle (ORCL)
23+ hour, 19+ min ago (80+ words) Oracle's Workforce Cuts To Fund AI Cloud Buildout Could Be A Game Changer For Oracle (ORCL) Find 63 companies with promising cash flow potential yet trading below their fair value. Oracle's narrative projects $99.5 billion revenue and $25.3 billion earnings by 2028. Uncover how…...
Oracle (ORCL) Earnings Margin Hits 25.3% And Tests Bullish AI Cloud Narratives
2+ week, 6+ day ago (198+ words) Oracle (ORCL) Earnings Margin Hits 25.3% And Tests Bullish AI Cloud Narratives With the headline numbers on the table, the next step is to see how this earnings profile lines up with the prevailing narratives about Oracle's growth, profitability and risk…...
Cloudastructure Secures New Multifamily Deployment as Regulatory Tailwinds Accelerate AI Surveillance Adoption
3+ week, 1+ day ago (684+ words) Cloudastructure Secures New Multifamily Deployment as Regulatory Tailwinds Accelerate AI Surveillance Adoption'Sahm Cloudastructure Secures New Multifamily Deployment as Regulatory Tailwinds Accelerate AI Surveillance Adoption Fourth Prince George's County Property Management Group Selects Cloudastructure's AI Video Surveillance and Remote Guarding Platform…...
IREN Expands AI Cloud Capacity to 150,000 GPUs
4+ week, 1+ day ago (278+ words) IREN Expands AI Cloud Capacity to 150,000 GPUs NEW YORK, March 04, 2026 (GLOBE NEWSWIRE) -- IREN Limited (NASDAQ: IREN) (IREN) today announced it has entered into purchase agreements for over 50,000 NVIDIA B300 GPUs that will expand its total fleet to 150,000 GPUs. Time-to-compute is an…...
Oracle Reshapes For AI With Massive Capital Raise And Cerner Review
1+ mon, 3+ week ago (168+ words) Oracle Reshapes For AI With Massive Capital Raise And Cerner Review Oracle is best known for its database software, enterprise applications and rapidly expanding cloud infrastructure business. The planned capital raise signals a focus on large scale data center and…...
IBM Extends AI In Storage And Security As Investors Weigh Impact
1+ mon, 2+ week ago (232+ words) IBM Extends AI In Storage And Security As Investors Weigh Impact International Business Machines (NYSE:IBM) is pushing further into enterprise infrastructure and cyber security with these product moves, while its shares recently closed at $272.81. The stock is up 9.3% over…...
Nebius Group Tavily Deal Highlights AI Agent Search And Valuation Gap
1+ mon, 2+ week ago (238+ words) Nebius Group Tavily Deal Highlights AI Agent Search And Valuation Gap Nebius Group N.V. Class A Nebius Group runs an AI focused cloud platform, so pulling Tavily's real time agentic search into its stack fits closely with its core business. As…...
Should IBM’s AI Middleware Ambitions Amid Margin Pressures Require Action From International Business Machines (IBM) Investors?
2+ mon, 2+ week ago (115+ words) Should IBM's AI Middleware Ambitions Amid Margin Pressures Require Action From International Business Machines (IBM) Investors? Explore 29 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge…...
Microsoft Stock Faces Selling Pressure Wednesday
2+ mon, 2+ week ago (237+ words) Microsoft Stock Faces Selling Pressure Wednesday Shares of Microsoft Corporation (NASDAQ:MSFT) are trending Wednesday morning as shares move lower. Here's a look at what's going on. Microsoft is on track to spend at least $500 million annually with Anthropic, the…...