UBS shared insights into the cloud segments of major tech companies ahead of their fourth-quarter earnings calls. The firm's analysis, based on conversations with over 20 customers and partners, ...

Overall, analysts continue to remain bullish on Nvidia stock. The consensus rating is a "Strong Buy,” with a mean target price of $176.90, indicating upside potential of about 20.3%. Out of 43 ...

In addition to Trump, you can guarantee that virtually every tech company will mention AI revenue and spending. According to ...

Oracle stock took off as President Trump announced the Stargate AI infrastructure project. Read why I maintain my buy rating for ORCL stock.

Oracle Corp. has charged out of the gate in 2025, after its best year in a quarter-century. A plan unveiled with President ...

Microsoft (MSFT) and Oracle (ORCL) are expected to maintain strong growth in 2025, driven by their positions in cloud ...

Oracle Corporation (NYSE:ORCL), a leading provider of enterprise software and cloud services, has been making significant strides in the rapidly evolving technology landscape. With a substantial ...

Market surges on AI Stargate initiative & strong earnings. S&P 500 hits record high of 6,100 points, led by tech giants & ...

Project Stargate will see companies like Oracle, SoftBank, MGX, and OpenAI commit an initial $100 billion to build data ...

Technology Analysts, along with Mat Hughes, Analytics Practice Lead at Interworks and Darren Peirce, Principal at Cuesta Partners, provide an ...

Shares of Nvidia, Microsoft, Oracle, and other AI-related companies surged Wednesday after the Trump administration’s ...

Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this ...