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UNCOVERED: 23 - Caught on Camera

Oracle’s AI Profits Look Slim—Are NBIS and CRWV at Risk Too?

Oracle is reportedly seeing weak margins in its AI cloud business. Is this a big red flag for ORCL investors and neo-cloud stocks like Nebius and CoreWeave?

MarketBeat

Advanced Micro Devices Eyes $300 as AI Demand Surges

Advanced Micro Devices is well-positioned to accelerate its GPU business to triple-digit growth and sustain it for several quarters.

MarketBeat

AI might be a bubble, and Stephen Hawking winning an F1 race in Sora 2 is all the proof I need

Is AI a bubble? I didn't believe it at first, but looking at Sora 2 and the eerily similar ways to the Dot-com bubble that AI companies are paying for things, I'm nervous.

Tom’s Guide

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IBM Rolls Out Three New AI Agents On Oracle Platform

International Business Machines Corporation (NYSE:IBM) on Thursday launched three new AI agents on Oracle Corporation’s (NYSE:ORCL) Oracle Fusion Applications AI Agent Marketplace.

Benzinga

Business Brief (Oct. 16): China’s Credit Growth Beats Expectations

Consumer prices fell year-on-year in September, spot gold soars to new record of over $4,200 an ounce

Caixin Global

Nvidia might dominate the industry, but Oracle is still betting on AMD chips for its superclusters

50,000 MI450 GPUs will power Oracle’s next supercluster, 131,072 MI355X GPUs go into its zettascale Supercluster.

TechRadar

Nvidia’s CEO Is Confident Oracle Will Be ‘Wonderfully Profitable.’ Should You Buy ORCL Stock Now?

In a new interview, Huang says that Oracle is positioned to be “wonderfully profitable” despite concerns over its thin margins.

Barchart

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Oracle has just unveiled the “largest AI supercomputer in the world” – and it really is huge

OCI Zettascale10 will have up to 800,000 Nvidia GPUs, but this is only the foundation of OpenAI’s Project Stargate.

TechRadar

Oracle wants to bring AI to your data no matter where you work - and that could be exactly what we need for AI to succeed

With Google Cloud, Azure and AWS all adding more regions to Oracle Database@, it’s clear that multicloud, multi-AI strategies are a go.

TechRadar

Oracle Deepens Microsoft Partnership, Unveils AI Agent Studio And Marketplace

Oracle Corp (NYSE:ORCL) is expanding its enterprise AI and supply chain solutions, partnering with Microsoft Corp (NASDAQ:MSFT) and launching new AI agents and a marketplace to streamline workflows and boost productivity.

Benzinga

GSK chief doesn't buy that the CEO role has become unsustainable

The co-CEO model may work with the right “cocktail” combination, but CEOs must be prepared to give the position “everything you possibly have,” she said.

Fortune

Oracle races to patch a another zero-day following rise in attacks

Second patch for E-Business Suite has been released to address a string of recent attacks.

TechRadar

Oracle Launches AI Factory To Help Businesses Modernize And Scale AI

Oracle Corp. (NYSE:ORCL) announced the launch of the Oracle AI Factory on Tuesday, a suite of customer and partner support services designed to help organizations accelerate AI adoption and modernization.

Benzinga

AMD debuts Helios rack-scale AI hardware platform at OCP Global Summit 2025 — promises easier serviceability and 50% more memory than Nvidia's Vera Rubin

AMD has showcased its new Helios rack-scale AI hardware platform based on the Open Rack Wide standard developed by Meta. Combining AMD's next-generation CPUs and GPUs on a single platform, this is AMD's pitch to AI infrastructure developers that it has a product that can compete directly with the likes…

Tom’s Hardware

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Tom’s Hardware

AMD and Oracle partner to deploy 50,000 MI450 Instinct GPUs in new AI superclusters — massive capacity expansion powered by AMD's Helios rack architecture set for 2026

AMD is set to provide 50,000 of its next-generation MI450 Instinct GPUs for a new Oracle supercluster that will power next-generation AI inference and training. This joins the many other high-profile hardware and infrastructure deals that many of the top tech companies have made with one another over the past…

International Business Times UK

TikTok's 'American Takeover' May Be a Hoax: Billionaire Questions Truth Behind Trump's New Tech Deal

Billionaire investor Frank McCourt is investigating the legality of Trump's White House-approved TikTok deal, which allows ByteDance to retain partial ownership and access to the app's algorithm despite a law requiring full US divestment.

Benzinga

AMD Stock Is Rising Tuesday: Here's Why

Advanced Micro Devices Inc (NASDAQ:AMD) shares are trading higher Tuesday after the company announced that Oracle Corp (NYSE:ORCL) Cloud will deploy 50,000 of its AI chips.

Benzinga

Oracle Cloud To Deploy 50,000 AMD Chips, Challenging Nvidia's Dominance

Oracle’s (NYSE:ORCL) Cloud Infrastructure announced on Tuesday that it will deploy 50,000 Advanced Micro Devices (NASDAQ:AMD) graphics processors starting in the second half of 2026, marking a significant shift away from the Nvidia (NASDAQ:NVDA) GPUs that dominate the market.

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Benzinga

Oracle CEO Says 'Of Course' OpenAI Can Handle $60 Billion Cloud Bill Despite $5 Billion Loss In 2024: 'Just Look At The Rate...'

Oracle Corporation (NYSE:ORCL) co- CEO Clay Magouyrk expressed confidence in OpenAI’s ability to cover the hefty costs of its cloud infrastructure.

PC Gamer

When will the AI bubble burst? As OpenAI signs yet another megabucks deal with Broadcom, can anyone make sense of the trillions of dollars involved?

A hundred billion here, a hundred billion there, pretty soon you're talking about real money.

TechRadar

Oracle AI World 2025 - everything we saw as it happened

We were in Las Vegas for Oracle AI World 2025 - here's what we saw.

Benzinga

Meta, Oracle Tap NVIDIA's Spectrum-X For AI Data Centers

NVIDIA Corporation (NASDAQ:NVDA) announced on Monday that Meta Platforms, Inc. (NASDAQ:META) and Oracle Corporation (NYSE:ORCL) will enhance their AI data center networks using NVIDIA's Spectrum-X Ethernet switches.

Benzinga

Oracle Expands Defense Ecosystem, Boosting AI For US Agencies

Oracle (NYSE:ORCL) is expanding its defense and national security footprint with the integration of Duality Technologies' secure data collaboration platform into Oracle Cloud Infrastructure (OCI) and the launch of a second cohort in its Oracle Defense Ecosystem program.

MarketBeat

Alphabet: The AI Powerhouse Driving Markets Into 2026

The launch of Gemini Enterprise marks Google’s push to embed AI across enterprise workflows, integrating its full-stack infrastructure from Cloud to Workspace.

Benzinga

Oracle's Hype Machine Preps For AI World 2025

Oracle Corp. (NYSE:ORCL) will host its Oracle AI World 2025 conference in Las Vegas from Monday, Oct. 15 through Thursday, Oct. 16.

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