Enterprise intent to adopt hybrid retrieval tripled from 10.3% to 33.3% in Q1 as first-gen RAG architecture failed at agentic ...

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 ...

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

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

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 ...

At last week’s Google Cloud Next ’26 conference in Las Vegas, Google’s announcements reinforced its momentum as an integrated ...

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 ...

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.

Tech rebound builds as dip buyers step in after AI scare, awaiting earnings from MSFT, GOOGL, AMZN, and META to determine if rally continues amidst concerns over AI stack strength and ...

PIMCO bought $10B of Oracle's record $16.3B data centre bond deal after US banks pulled back. The Michigan campus is part of $72B in Stargate infrastructure debt with a 19.5-year maturity.

The Saline, Michigan campus is huge. It will generate 1 gigawatt of electricity, making it one of the largest data centers in ...