Today, March 11, 2026, investors are weighing blockbuster cloud and AI growth against massive data center spending and cash flow pressure.

Shares of Oracle and chipmakers rose on Wednesday after a strong earnings report signaled AI demand remains healthy, but ...

Microsoft is in advanced talks to lease hundreds of megawatts of data center capacity at a closely watched artificial intelligence campus in Abilene, Texas, after rival Oracle walked away from the ...

Microsoft (MSFT) is apparently discussing leasing out segments of an uncompleted data center site in Abilene, Texas, according to The Information. The site in question is one of the flagship centers ...

Microsoft Corp. (MSFT) is reportedly considering leasing hundreds of megawatts of data center capacity at the Abilene, Texas site that Oracle Corp. (ORCL) walked away from last week. According to a ...

Oracle bought 15% of TikTok's U.S. operations in January after China's ByteDance was forced by U.S. law to divest.

Discover how Oracle's earnings report could influence its full-year 2026 guidance and long-term growth strategy. Read more here.

Oracle CEO Clayton Magouyrk said on an earnings call the company's model of having customers provide data chips for new data center builds is working.

Oracle shares led the tech sector higher Wednesday as investors cheered the cloud giant's better-than-expected earnings and stronger outlook.

Oracle's backlog was the centerpiece of the results. CEO Safra Catz revealed that the company's remaining performance obligation (RPO) -- a backlog of future sales -- rose to $553 billion, surging 325 ...

Microsoft has confirmed that a hacker who successfully exploits a zero-day SQL vulnerability could gain system administrator privileges. Here’s how to fix it.

Oracle's (ORCL) stock jumped on Wednesday after fiscal third-quarter results and outlook beat estimates and drew positive ...