Oracle's cloud growth, AI spending, valuation debate, quarterly performance, and business outlook after a fresh target revision.

AMD claims the per-rack performance of its new chips could be more than three times higher than Vera's. This just gets me more excited for Zen 6 consumer chips.

Oracle has lifted capital spending plans above analyst estimates and expanded borrowing to chase the opportunity it says exists in building datacenters for AI workloads. Despite revenue for Q4 (ended ...