Applied Optoelectronics: A 900% AI Winner--But Is The Upside Already Priced In?

Applied Optoelectronics has surged 900% YoY, driven by AI demand and its position as a major US-based optical transceiver provider. AAOI's growth catalysts include hyperscaler contracts, a ramp in ...
Game Rant

Should You Consult & Reboot Oracle in Directive 8020?

Ayyoun is a staff writer who loves all things gaming and tech. His journey into the realm of gaming began with a PlayStation 1 but he chose PC as his platform of choice. With over 6 years of ...
Engineering News-Record

Oracle's $16B Michigan Data Center Secures Financing as Power Contracts Face Appeals

A rendering of Related Digital's proposed data center campus in Saline Township, Mich., near Ann Arbor, shows three single-story compute buildings totaling more than 1.6 million sq ft. The $16B ...
Invezz

Oracle stock falls as OpenAI reportedly misses targets; $300B deal in focus

Sell ORCL. The thesis is that Oracle’s AI capex is a concentrated, timing-dependent bet on OpenAI, and the WSJ report signals OpenAI growth/revenue is slipping and may strain computing contract ...
Wall Street Journal

Oracle’s Deluge of AI Debt Pushes Wall Street to the Limit

Oracle’s ORCL1.22%increase; green up pointing triangle $300 billion megadeal with OpenAI is testing the limits of Wall Street’s appetite for debt tied to America’s data-center boom. Banks including ...
24/7 Wall St

Oracle’s New AWS Partnership Just Put It Ahead of Azure and Google Cloud

Oracle (ORCL) announced a private, high-speed interconnect with AWS that enables seamless data movement between Oracle Cloud Infrastructure and AWS data centers, starting later this year in US East (N ...
来自MSN

Oracle fired 30,000 people to pay one person $30M

#Oracle #TechLayoffs #ExecutivePay #CorporateEthics #BusinessNews Trump takes sharp turn toward ending Iran war Map shows where ticks are spreading across US as bites spark CDC warning This truck tire ...
Investopedia

Why Oracle Is One of the Biggest Winners of This Week's Rally So Far

Aaron McDade is a breaking news reporter for Investopedia. He is an experienced journalist who has covered everything from the latest in business and tech news to sports and international news like ...
CNBC

Oracle jumps for a second day, Bloom Energy soars 22% on AI data center power deal

Shares of Oracle and Bloom Energy popped after the companies reached a deal for more AI data center capacity. The software giant gained for a second day, as other names in the sector also briefly ...
Bloomberg L.P.

Oracle Agrees to Buy Power From Bloom for AI Data Centers

Oracle Corp. agreed to purchase as much as 2.8 gigawatts of fuel-cell power from Bloom Energy Corp. to supply data centers for artificial intelligence work. An initial 1.2 gigawatts of capacity has ...
The Next Web

Oracle is cutting up to 30,000 employees to pay for AI data centres

Employees across the US, India, Canada, and Mexico woke up on 31 March to termination emails from “Oracle Leadership” with no prior warning. TD Cowen estimates the cuts will affect 18% of Oracle’s 162 ...