The Oracle logo is displayed on a building at an Oracle campus in Redwood Shores, California, Sept. 10, 2025. Justin Sullivan | Getty Images Oracle filed plans on Monday to issue new stock and more debt to finance its artificial intelligence buildout. The hyperscaler will sell $10 billion in common stock and $10 billion in…
Google’s new frontier model, Gemini 4 Carbon, brings some welcome improvements and while it doesn’t top the charts in a new benchmark, it does provide much more bang for your buck. SemiAnalysis, an AI research and analysis firm, recently published its new frontier-level benchmark, GDPx which includes numbers for Google’s Gemini 4 Carbon model. The…
Quick Read Free cash flow, not earnings, exposes which AI companies can self-finance expansion, since profits can look healthy while capital spending drains available cash. Only Microsoft generated positive free cash flow among four major AI spenders, retaining $0.32 per operating dollar versus Amazon’s negative $33.5B despite $20.7B net income. Amazon’s quarterly interest expense tripled…
The largest IT businesses in America have the money to accomplish almost everything at once for many years. According to conventional wisdom, Microsoft (MSFT), Meta Platforms (META), Alphabet (GOOGL) and Amazon (AMZN) could build data centers, repurchase billions of dollars of stock and still maintain some of corporate America’s strongest balance sheets. However, artificial intelligence…
For queries where there’s lots of information online, like San Francisco restaurants, AI web search can feel incredibly useful. For less popular destinations and more specific requests (“dining tables shaped like stars”), you need to be more careful with the results, as the way that AI joins the dots then becomes less reliable. So, with…
When AI stocks get hit, investors have found a place to hide. It’s the company that has mostly sat out the AI spending race — Apple (AAPL). Chip stocks have had plenty of rough days this year, and Apple has mostly shrugged them off. On the 46 days the Philadelphia Semiconductor Index (^SOX) fell 2%…
OpenAI executive addresses AI safety fears and government system hack OpenAI Chief Global Affairs Officer Chris Lehane addresses the investigation into an OpenAI hack on an Australian government Medicare portal. During an interview with Lawrence Jones, Lehane explains the context of the July security incident and shares findings from their ongoing review. He also reacts…
New Delhi: Union Minister Kiren Rijiju has hit out at the Congress over what he called an AI-generated image of the crowds at Sunday’s Ramlila Grounds rally held by the Opposition INDIA bloc. Attaching an image posted by Congress MP Vamsi Gaddam and other party leaders showing crowds at the rally, Rijiju said the Opposition…
OpenAI has signed deals across energy, investment and government sectors in the United Arab Emirates as the AI lab works to secure funding from investors in the region as part of a $20 billion round. CEO Sam Altman met with Khaled bin Mohamed bin Zayed Al Nahyan, crown prince of Abu Dhabi and Chairman of…
Lockheed Martin gets about 70% of its sales from the U.S. government. Medicaid accounts for three-quarters of Molina Healthcare’s premium revenue. Coinbase is waiting on Congress to finish writing the rules for cryptocurrency. For some of the biggest U.S. companies, Washington is part of the business model. Now, the midterm election could change who holds…