Rigetti benefits from sector momentum and a stronger cash position, but fierce competition and high valuation limit near-term ...

Oracle is making waves in the AI and cloud space. Stifel's Brad Reback is bullish, noting increased capital expenditure.

OpenAI rolled out its latest entry in the red-hot area of independently operating AI bots, an agent that lets users automate tasks like online shopping and create spreadsheets and PowerPoint ...

Oracle Corp. is getting closer to achieving a feat accomplished by only 13 other U.S. companies.

Scotiabank sees Oracle as an AI infrastructure breakout, forecasting $10B GPU revenue in 2026 and a $300 stock price target.

Microsoft (NASDAQ: MSFT) continues to provide investors with earnings beats and strong growth in its cloud, AI and gaming ...

Fintel reports that on July 17, 2025, Scotiabank initiated coverage of Oracle (NYSE:ORCL) with a Sector Outperform ...

The analyst, who has an outperform rating and $600 stock price target on MSFT, said his thesis remained that cloud and AI ...

In the wake of Palantir hitting a new record high , a Wall Street analyst at Mizuho sees further upside for the American software giant.

AI skeptics who had been sounding the alarm over demand concerns and calling the AI trade a bubble are on the retreat as mounting evidence points to strong demand and continued capital spending ...

Palantir Technologies Inc. (NASDAQ: PLTR) continues to defy expectations. As of midday trading on July 14, PLTR stock is ...

Oracle is forging ahead on its partnership with OpenAI to drive home the point that it's ready to play with the biggest US ...