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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.
Discover why Amazon stock may be set to surge past all-time highs, with growth driven by AWS and new opportunities.
Oracle’s record-breaking $332 billion in bookings signals a paradigm shift from cloud vendor to geopolitical GPU supplier, ...
Challenges of value in IT budgets, how a rate cut helps businesses, Trump exponentially increases H-1B visa costs.
Conditions are positive. Interest rates are coming down, and the US SEC chair is making speeches. “I can’t imagine a more ...
Since bottoming in early April, the S&P500’s market capitalization has soared by $15 trillion, roughly half of America’s GDP.
Adding to the risk around OpenAI is that the company's rise has had ripples beyond the tech sector - with Mortonson pointing to companies like Caterpillar Inc. (CAT) and Cummins Inc. (CMI) in the ...
Barchart on MSN
Want to Work for Warren Buffett? Just ‘Employ the Tactic of the 76-Year-Old Who Persuaded a Dazzling Beauty of 25 to Marry Him’
Warren Buffett, known commonly as the “Oracle of Omaha,” constantly drops advice on everything from accounting to entrepreneurship and investing. He also loves to drop the ages of the managers he ...
Nvidia’s US$100B OpenAI deal could reshape AI but analysts warn it resembles vendor financing and may challenge long-term ...
This news comes just a few weeks after Oracle allegedly inked a $300 billion compute deal with OpenAI that surprised the ...
Have a look at the above chart and you'll see that if you invested $1,000 in Oracle stock 20 years ago, today your stake ...
Oracle is a good example of why lacking a first-mover advantage isn't a deal-breaker. Oracle's data centers are newer and ...
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