Oracle Corp (ORCL)

Oracle is reportedly spending $40 billion on 400,000 Nvidia AI chips to power OpenAI's massive new Texas data center.

The Abilene facility is part of the broader Stargate project, a $500 billion effort to scale U.S. AI computing backed by OpenAI, SoftBank, Oracle, and Abu Dhabi's MGX.

Stargate UAE, a next-gen AI infrastructure cluster, will be built by G42 and operated by OpenAI and Oracle, with support from Cisco, SoftBank, and Nvidia.

Forever holdings and legal monopolies were on the Oracle of Omaha's buy list in the first quarter.

Finance and HR software company Workday (NASDAQ:WDAY) reported Q1 CY2025 results topping the market’s revenue expectations, with sales up 12.6% year on year to $2.24 billion. Its non-GAAP profit of $2.23 per share was 11% above analysts’ consensus estimates.

Stargate UAE is Open AI’s first international AI hub, partnering with global tech firms and the U.A.E. to expand AI infrastructure and provide nationwide ChatGPT Plus access.

Nvidia, Broadcom, and Taiwan Semiconductor are currently the only chip stocks that boast a valuation of $1 trillion or more.

Data warehouse-as-a-service Snowflake (NYSE:SNOW) reported revenue ahead of Wall Street’s expectations in Q1 CY2025, with sales up 25.7% year on year to $1.04 billion. Its non-GAAP profit of $0.24 per share was 13.1% above analysts’ consensus estimates.

Bank of America Securities analyst Vivek Arya maintained a Buy rating on AMD with a price target of $130 on Tuesday.

A Texas-based data center, being constructed by startup Crusoe for OpenAI, has reportedly secured an additional $11.6 billion in funding.

Portfolio concentration is a big reason the Oracle of Omaha has been such a successful investor over six decades.

A new price target from Bank of America raises the floor for Palantir stock, even as Institutional investment is still catching up to the price targets

Larry Ellison describes Steve Jobs as obsessive an dedicated to creative problem-solving. Success was not his goal, but a byproduct of his passion.

Advanced Micro Devices just increased its share buyback program by $6 billion.

Buffett's latest 13F shows no new positions in publicly traded companies, but includes a confidential mystery stake, sparking significant speculation.