The $40 Billion Backstop: Larry Ellison’s Personal Guarantee Tips the Scales in Paramount’s Pursuit of Warner Bros. Discovery
In a move that has sent shockwaves through the upper echelons of both Silicon Valley and Hollywood, Oracle Corporation (NYSE: ORCL) co-founder Larry Ellison has issued an unprecedented $40.4
SAN FRANCISCO — February 23, 2026 — OpenAI has officially moved from providing the world’s most popular large language models to becoming the central nervous system of global business. In a series of landmark multi-year agreements announced today, the AI powerhouse unveiled the "Frontier Alliances"—a strategic partnership with Accenture, Boston
The enterprise software market is currently weathering its most volatile period since the 2022 rate hikes, as a massive sell-off—now being dubbed the "SaaSpocalypse"—wipes out nearly $1 trillion in market value. This dramatic recalibration of the technology sector has been catalyzed by fears that OpenAI’s rapid expansion
Palo Alto Networks (NASDAQ: PANW) has once again redefined the cybersecurity landscape with its fiscal second-quarter 2026 results, proving that the controversial "platformization" strategy launched two years ago is bearing significant fruit. Despite a minor post-earnings dip in share price due to integration costs associated with its massive $25 billion
As of February 23, 2026, the enterprise software landscape finds itself at a critical juncture. For decades, Salesforce Inc. (NYSE: CRM) has been the undisputed king of Customer Relationship Management, pioneering the shift from on-premise software to the cloud. However, the dawn of the "Agentic AI" era has brought both unprecedented opportunity and intense market [...]
A company once described as an "indefinite" holding by Warren Buffett, which has been continuously held since 1991, may soon be Berkshire's largest investment.
Burry says that spending too much on AI can drain cash, make borrowing more expensive, and make profits look bigger on paper, but the real cost is hardware wear and tear.
Larry Ellison, a college dropout and Oracle co-founder, credited his early love of programming to its instant feedback—comparing it to sports—and turned that competitive, results-driven mindset into building Oracle into a $451 billion company, earning him a net worth of $208 billion.
If investors are waiting for less market volatility, they’ll have to wait a little longer. The markets continued to oscillate between losses and gains as investors digested the impact of the U.S. Supreme Court’s decision to strike down the emergency tariffs imposed by the Trump administration.
SAN ANTONIO / DENVER — In a week that has redefined the trajectory of legacy tech infrastructure, Rackspace Technology (NASDAQ:RXT) saw its shares surge by a staggering 50% in morning trading on February 20, 2026, extending a historic multi-day rally. The catalyst for this vertical ascent is a sweeping strategic partnership
Oracle Corp. (ORCL) shares are down Friday, falling roughly 5% in a session where the broader tape is holding up relatively well. The Nasdaq Composite is up 0.30%, the S&P 500 has gained 0.20%.
Oracle is in the midst of a major expansion of its data center footprint to support contracted AI workloads. Its aggressive capital spending has weighed on ORCL stock.
REDMOND, WA — In a market that has spent the last three years intoxicated by the promise of generative artificial intelligence, a sobering reality check arrived this week for Microsoft Corp. (NASDAQ:MSFT). Despite reporting record-breaking revenue and a cloud business that has ballooned to a $50 billion quarterly run rate,
