The Number Three companies. One buildout. $750 billion is the round-number scale the market now attaches to the AI ...

AI data center grid reliability reached a federal tipping point with NERC’s 2026 State of Reliability report, which ...

Over 900 Oracle E-Business Suite (EBS) instances have been found exposed online amid ongoing attacks exploiting a critical ...

Bloom Energy Corp BE shares are trading higher on Tuesday as investors lean into the AI-power infrastructure theme after ...

Part of the SD Times 100 2026 series. See the full SD Times 100 2026 list for every category and honoree. Every conversation ...

Oracle stock just posted its worst weekly drop since the 2001 dot-com bust. Here is what the financials say about the debt ...

Oracle's ORCL aggressive AI infrastructure build-out is once again testing investor patience, even as the underlying cloud ...

Wall Street likes Oracle’s cloud growth, but the company’s data-center bill is getting harder for investors to ignore.

Oracle and Amazon Web Services (AWS) are now offering Oracle AI Database@AWS to customers in Spain, enabling customers to now run Oracle Exadata Database Service, Oracle Autonomous AI Database, ...

Read stories listed under on Shawk the Hawk Predictions ...

Oracle plans to raise nearly $40 billion in debt and equity in 2027 Capital spending for 2026 reached $55.66 billion, surpassing Oracle's $50 billion target Analysts highlight investor concerns over ...