Hyperscaler capex has ballooned to nearly $700 billion, up from roughly $400 billion just three months earlier, according to Applied Digital CEO Wes Cummins. Oracle’s transformation into an AI cloud ...

Alphabet stock dropped roughly 10% on June 22 as investors balked at a $180 billion AI capex program with no clear FCF ...

Observations as of June 11, 2026: The Mainstream Front-End and Physical Bottleneck MarketConclusion of this articleAs of June 11, 2026, I do not believe the AI semiconductor market is over. money.note ...

Oracle Corporation ORCL used its fourth-quarter fiscal 2026 earnings call to frame the business less around a single quarter’s beat and more around the scale of its AI infrastructure opportunity.

Thank you, Lisa, and good afternoon, everyone. Welcome to Oracle's Fourth Quarter and Fiscal Year 2026 Earnings Conference Call. On the call today are our Chief Executive Officer, Mike Sicilia; Chief ...

Earnings call Oracle delivered record Q4 and FY26 results, with Q4 revenue up 21% YoY to $19.2B and cloud infrastructure revenue surging 93%. Management reaffirmed long-term targets and guided for ...

Oracle’s EPS surpassed expectations by 8.21%, marking a significant earnings beat. Revenue reached a record $19.2 billion, driven by strong cloud infrastructure growth. Despite strong financial ...

On Wednesday, Oracle (NYSE:ORCL) discussed fourth-quarter financial results during its earnings call. The full transcript is provided below. This transcript is ...

Tech stocks are recovering from a brusing sell-off ahead of Oracle earnings, Apple's Worldwide Developers Conference, and the highly anticipated SpaceX IPO.

Computex shows AI ecosystem; fully autonomous chip design; Intel targets AI racks; Nikon’s 1.5 micron L/S litho; IC market rises; Apple’s chiplet era; 4,500 chips per AI server rack; HBM price hikes; ...