FuelCell Energy is experiencing high momentum. The stock is up more than 300% since April lows. FCEL faces significant ...

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Oracle Corporation ORCL is making one of the most aggressive infrastructure bets in enterprise technology, and its third-quarter fiscal 2026 results have sharpened the debate around whether this ...

The two largest names in enterprise software have been bruised, and the smart money is using the discount to add exposure. Oracle(NYSE:ORCL) trades near $190 against a Wall Street consensus target of ...

Companies are spending billions investing in AI, but it's coming at a cost: They're buying back shares at slower rates. Goldman Sachs outlined that as AI capex grows, companies buying back shares at a ...

Microsoft (MSFT) posted Q3 EPS of $4.27, beating consensus for the fourth consecutive quarter, with Azure growing 40% YoY and its AI business reaching a $37B annualized run rate (up 123% YoY), while ...

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TikTok owner ByteDance is ramping up its spending on artificial intelligence infrastructure, boosting its planned capital expenditure this year to more than 200 billion yuan (US$30 billion), according ...

The tech giant has been investing aggressively in AI due to the opportunities to enhance its products and services in that area. And for 2026, it now expects its total capex to be $190 billion -- that ...