CDOTrends

Data Infrastructure Not Ready for AI? Hitachi Vantara Thinks It Has the Fix.

Storage engineers don’t get invited to the AI strategy meeting. They get the ticket — usually after something breaks.

NVIDIA Corporation (NVDA) Presents at NVIDIA GTC AI Conference 2026 Prepared Remarks Transcript

Welcome to the stage, NVIDIA Founder and CEO, Jensen Huang. Welcome to GTC. I just want to remind you, this is a tech conference. All these people are lining up so early in the morning, all of you in ...

Oracle's "Halo Effect" Is the Real Deal. But is the AI Growth Stock a Buy in March?

Down big off its high, the sell-off in Oracle could be a buying opportunity for risk-tolerant investors.

Oracle Just Posted Its Best Quarter in 15 Years -- Here's Why 2026 Could Get Even Better

Oracle is behind the AI demand curve, but this could spell accelerating growth and significant upside for investors.

Oracle Has More Resilience Amid AI Pressures, Says Analyst. Plus, CarMax, Rivian, and More Stocks.

Analysts also report on CarMax, Steel Dynamics, Synchrony Financial, and Rivian Automotive.
Zacks Investment Research on MSN

Oracle pushes up capex spending on AI: High risk or high reward?

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 ...