AI-driven CCS hypergrowth, margin expansion and $1B CapEx fueling EPS re-rating; see 2026–2028 EPS targets—read now.
On the debt side, Oracle intends to complete a single, one-time issuance of investment-grade senior unsecured bonds early in 2026 to cover the other half of the company's planned fundig for the year.
The carnage reflects growing nervousness over the future of the software industry in the age of artificial intelligence. The value of listed American enterprise-software companies is down by 10% over ...
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Mark Zuckerberg seeks to advise Trump on AI
Meta CEO Mark Zuckerberg is reportedly making efforts to align himself with President Donald Trump, seeking to influence the administration’s approach to artificial intelligence (AI). Zuckerberg has ...
Just a few short months ago, back in November 2025, investors were writing OpenAI‘s obituary. That’s when Google unleashed Gemini 3, which actually looked like it had a better reasoning engine.
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