Super Micro (SMCI) stock drops on report Oracle (ORCL) canceled $1.1B–$1.4B racks amid Nvidia chip-smuggling case.

Arista stock hit a 52 week high after an analyst predicted upside from a new artificial intelligence data center architecture unveiled by Google.

Oracle (NYSE:ORCL) expanded its AI partnership with Google Cloud, adding new database level capabilities for joint customers.

In recent weeks, Oracle has rolled out a broad suite of agentic AI applications across its Fusion Cloud portfolio, expanded ...

Arista Networks is poised to benefit from Google’s new Virgo Network, which will be the networking system that underpins its ...

Google will disclose a change in its AI processor strategy at its cloud computing event. Google stock has advanced nearly 8% in 2026.