ORCL's $455B backlog impresses, but MSFT's diversified AI revenue streams and proven execution make it the better cloud play ...

Oracle (ORCL 1.50%) stock popped 36% in response to a massive increase in customer orders for Oracle's cloud services. Oracle ...

Investors now face three strategic paths: backing hyperscalers, energy/data center operators or specialist HPC and AI cloud ...

Google Cloud Data Transfer Essentials lets orgs run cross-cloud workloads in parallel with zero-charge qualifying traffic, ...

Unlike many "story stocks," this increase is rooted in fundamentals: revenues are projected to rise from $117 million in ...

Codex, a variant of GPT-5 that is optimized for Codex, OpenAI’s AI coding agent. It was trained on real-world engineering ...

With a new data fabric architecture and a specialized foundation model, Cisco aims to simplify machine data processing with Splunk.

Oracle's blowout quarter and guidance showcase why it is the hottest AI growth stock to buy in 2026. It also pokes a hole in ...

High-flying megacap tech companies are expected to benefit significantly from the artificial intelligence revolution.

The Alger Concentrated Equity ETF outperformed the Russell 1000 Growth Index during the second quarter of 2025. Read more ...

The Alger AI Enablers & Adopters ETF outperformed the S&P 500 Index during the second quarter of 2025. Read more here.

At the same time, Cisco data is being used to bolster the Splunk platform. Historically, Splunk has centered its data ingest ...