This week on Equity, Anthony Ha and Max Zeff go beyond the headlines to break down what's really going on in these AI infrastructure deals.
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AI spending at Microsoft and Oracle is even higher than it looks, thanks to this accounting maneuver
Big Tech companies are using finance leases to fund data-center buildouts, circumventing massive up-front cash outflows.
When the US President Donald Trump posted the approval of a deal that will save China’s TikTok in America, it marked the ...
Nvidia, the world’s most valuable chipmaker is funding its own growth through a circular AI deal with OpenAI, creating ...
The $14 billion valuation that the Trump administration has estimated for TikTok’s US business falls well below projections, ...
Seeking Alpha's roundup of statements, announcements and remarks that could impact markets, sectors or individual stocks.
Thomas Tull's USIT fund leads Series C as company targets AI infrastructure fragmentation with hypervisor approach ...
The study highlights that explainability changes not just legal outcomes but also behavioral incentives. Transparent systems create accountability loops where doctors remain central decision-makers, ...
Following the earnings report, Bank of America analysts Brad Sills and Matt Bullock changed Oracle's rating from neutral to buy and raised their price target for ( ORCL) stock from $295 to $368. They ...
OpenAI keeps raising big and spending big, Oracle gets two new CEOs, and Trump cracks down on H1-B visas - SiliconANGLE ...
A "disorderly unwind" of the popular short-dollar trade, whereas investors bet on the greenback to keep falling, would see investors rush to close those bearish bets. The DXY Dollar Index DXY has ...
Oracle Corporation (NYSE: ORCL) is one of the 10 Best AI Stocks to Buy According to Goldman Sachs. On September 17, Moody’s ...
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