The April 2026 Oracle CPU includes 481 new security patches addressing 450 unique CVEs across 28 product families.

Oracle has introduced new agentic AI capabilities for its AI Database platform, designed to integrate AI agents directly with operational databases and analytic lakehouses for real-time enterprise ...

White Falcon's strategy is to invest in the most essential software companies that possess more than one source of ...

Wall Street has a short memory and an even shorter fuse. When a stock cracks, conviction tends to follow price, not the other ...

Is PENG a good stock to buy? We came across a bullish thesis on Penguin Solutions, Inc. on InfoArb Sheets’s Substack. In this ...

Is NVMI a good stock to buy? We came across a bullish thesis on Nova Ltd. on Thinking Tech Stocks’s Substack. In this article ...

Google used Cloud Next '26 to announce agent platforms, new TPUs, cross-cloud infrastructure, networking and data services aimed at AI workloads.

Oracle slashes up to 30,000 jobs and piles on $130B in debt to fund an AI infrastructure bet, with $553B in backlog but negative cash flow through 2028.

Google’s strength lies in its "full-stack" integration, from TPUs to Gemini models, and in strong insights into enterprise data, Kurian said. ・Google Cloud is no longer just infrastructure, but a ...

Google Cloud Next 2026 unveiled a new $750 million partner fund, Gemini Enterprise Agent Platform, next-gen Tensor Processing ...

NGX Storage’s CEO and founder, Beyhan Çalışkan, outlines how a Turkish‑born storage vendor has grown into a multi‑continent ...

Bloom Energy jumps as Oracle picks 2.45GW fuel cells for Project Jupiter AI data center microgrid, cutting emissions and ...