This is a two-week catch-up after attendance at the NTT Research Upgrade 2026 conference and GrafanaCon 2026 in the last ...
Oracle has transformed from a legacy database vendor into one of the most aggressive AI infrastructure builders.
Datadog is rated a Buy, driven by its critical role in managing AI-driven infrastructure complexity and strong financial ...
Wedbush initiated coverage of Oracle (NYSE:ORCL | ORCL Price Prediction) on April 24 with an Outperform rating and a $225 ...
PIMCO bought $10B of Oracle's record $16.3B data centre bond deal after US banks pulled back. The Michigan campus is part of $72B in Stargate infrastructure debt with a 19.5-year maturity.
Datadog Inc. (NASDAQ:DDOG) is a US-based company that provides an observability service for cloud-scale applications. Its ...
Financing is secured and construction is underway, but power contracts behind Michigan's massive Oracle data center are now ...
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