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Oracle Eases AI-Capex Fears With Q3 Beat and $90 Billion FY2027 Outlook

Executives say customer-funded AI contracts curb financing needs.

Oracle Lifts 2027 Sales Target After Q3 Beat as AI Backlog Swells to $553 Billion

Applied Digital to Merge Cloud Unit With Ekso Bionics to Create ChronoScale, Retaining 97% Stake

Nvidia Weighs Boosting H200 Output After U.S. Clears Conditional Sales to China

Google Lifts TeraWulf Backstop to $3.2 Billion as Fluidstack Adds 160 MW at Lake Mariner