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.

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 ...

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

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

Customers place orders by talking to a voice-enabled AI model. Machine-learning algorithms work out which orders the kitchen should make first. A screen shows AI-synthesised customer feedback from ...

Everyone on the internet is wondering, how to set up Clawdbot or MoltBot on a Mac Mini? Here's a complete guide with easy to ...

Andrej Karpathy posted his "notes from Claude Coding," describing a shift in engineering over the last two months.

OpenAI has launched a new scientific workspace program called Prism, which integrates AI into existing standards for composing research papers.