Microsoft Corp
- Hyperscaler AI spending could slow down if Oracle shows 'discipline' - CNBC's Jim Cramer on Tuesday opined on massive AI spending that has hurt tech stocks.
- Tesla stock hits record as Wall Street rallies around robotaxi hype despite slow EV sales - Wall Street's bullishness on Tesla has returned after the stock had its worst performance since 2022 in the first quarter of the year.
- South Korea stocks lead losses in Asia for a second day as tech sell-off continues on Wall Street - Markets in Australia started the day higher, while markets in Japan and South Korea fell.
- AI infrastructure selloff continues on Wall Street as Broadcom, Oracle shares slide - In at least one corner of the AI market, sentiment has turned decidedly negative.
- Trump admin to hire 1,000 specialists for 'Tech Force' to build AI, finance projects - A slew of tech giants, including Amazon Web Services, Apple, Google Public Sector, Dell Technologies, Microsoft, Nvidia and OpenAI, are listed as partners.
- Here are the 2 big things we're watching in the stock market this week - This week is the last full trading week on Wall Street for the year, and it is packed with key economic and earnings reports.
- Oracle says there have been 'no delays' in OpenAI arrangement after stock slide - Oracle pushed back against a report that said the company will complete data centers for OpenAI, one of its major customers, in 2028, rather than 2027.
- Altman and Musk launched OpenAI as a nonprofit 10 years ago. Now they’re rivals in a trillion-dollar market - As OpenAI turns 10, the former nonprofit AI lab is at the center of a roughly $1.4 trillion bet on AI infrastructure.
- Oracle's lease commitments jump by almost 150% as company builds out to meet AI demand - Oracle's lease commitments now total $248 billion, with $10 billion tied to cloud capacity.
- Oracle shares plummet 11% in premarket, dragging down AI stocks - Shares in Nvidia, Micron and Microsoft were also lower in premarket trade on Thursday.