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 ...

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.

At random, I chose glm-4.7-flash, from the Chinese AI startup Z.ai. Weighing in at 30 billion "parameters," or neural weights, GLM-4.7-flash would be a "small" large language model by today's ...

Last September, Nvidia (NASDAQ:NVDA) and OpenAI lit up the AI world with the announcement of a letter of intent for a “landmark strategic partnership” to deploy at least 10 gigawatts of Nvidia systems ...

Welcome, Weekenders!Firstly, I want to tell you about an exciting addition to The Information’s Weekend section: reporter Eli Rosenberg, an alum of The New York Times, The Washington Post and the San ...

This new AI program, which previously went by Moltbot and before that Clawdbot, has achieved virality over the past week for its ability to control your digital life via text message. It’s an ...

Kevin Hassett is widely seen as one of the president’s top choices to lead the Fed, alongside former Fed governor Kevin Warsh. President Trump wants a loyalist. Senators want independence. The ...

It uses a system called simplified molecular-input line-entry system (SMILES). This translates chemical 3D structures into ...

Software developers have spent the past two years watching AI coding tools evolve from advanced autocomplete into something ...

Experts uncovered malicious Chrome extensions that replace affiliate links, exfiltrate data, and steal ChatGPT authentication tokens from users.