13+ hour, 3+ min ago   (683+ words) Oracle delivered 850 megawatts of AI capacity, containing more than 300,000 GPUs, to customers in its fiscal first quarter alone. Even after those additions, Oracle said GPU utilization across its fleet was 97.9%. GPU capacity that came up for renewal was renewed or…...

7+ hour, 25+ min ago   (437+ words) Nvidia's expected 70% growth rate keeps Alphabet far away from its title as the world's largest company. Both stocks trade at the same valuation level. Alphabet(NASDAQ: GOOG)(NASDAQ: GOOGL) is the world's third-largest company, sitting around a $4 trillion market cap....

2+ day, 19+ hour ago   (450+ words) An Oracle office building in Irvine, Calif., in June, 2018.Mike Blake/Reuters Oracle ORCL-N topped Wall Street expectations for first-quarter revenue on Thursday and lifted its annual profit forecast, boosted by strong demand for its cloud computing services from surging…...

4+ day, 19+ hour ago   (768+ words) Finding the best value stocks to buy in this market is a delicate balancing act. Value investing is a religion to many folks, the same way bargain hunting at flea markets or coupon clipping is to others. There's a pride…...

5+ day, 2+ hour ago   (487+ words) The custom chipmaker is a genius buy at these levels. Broadcom forecasts strong growth in 2027 and 2028. Advanced Micro Devices(NASDAQ: AMD) has had a great year, rising more than 120% so far. However, it has gotten a bit hot. AMD's valuation…...

5+ day, 1+ hour ago   (832+ words) Oracle's massive revenue backlog explains why the company's growth rate is poised to get better over the next three years. The company anticipates an uptick in its margins once it begins converting a larger portion of its remaining performance obligations…...

5+ day, 1+ hour ago   (513+ words) By Sneha Nahata at The Motley Fool Canada As the S&P/TSX Composite Index pushes higher, bargains across the Canadian market are becoming increasingly difficult to find. Still, several fundamentally strong companies have recently pulled back from their peaks,…...

5+ day, 7+ hour ago   (466+ words) Insiders at this AI trio have been decisive net sellers of their company’s stock over the last half-decade. Additionally, insider buying has been almost nonexistent, possibly indicating historical concerns about a brewing AI bubble. No trend has fueled Wall Street's…...

1+ week, 3+ day ago   (767+ words) Tech companies will spend an estimated $1 trillion on AI infrastructure in 2027. AMD's GPU and CPU sales are rising fast, and the company will likely benefit from agentic AI spending. But Nvidia's shares are cheaper than AMD's, and management estimates Nvidia's…...

1+ week, 4+ day ago   (84+ words) The latest announcement is out from E2E Networks Ltd. ( (IN:E2E) ). More about E2E Networks Ltd. E2E Networks Limited is an India-based AI cloud infrastructure provider that offers NVIDIA GPU-powered computing and related cloud services to enterprise and sovereign AI customers. Positioned as a…...