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Oracle Leads Japan Secure Cloud Talks

Oracle NYSE:ORCL is reportedly leading rivals in talks to build a highly secure cloud network for Japan, putting it ahead of Amazon Web Services, Microsoft and Google in a strategically important government contract.The proposed system would be air-gapped, meaning it would operate without access to…

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IBM Selloff Deepens After Q2 Warning

IBM NYSE:IBM remained under pressure after its preliminary second-quarter results triggered a roughly 25% selloff, with investors reassessing the company's position against enterprise technology peers.IBM blamed the shortfall on slower software spending, delayed large customer deals and weaker dema…

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Amazon, Microsoft Drive Data Center Demand

Amazon NASDAQ:AMZN, Microsoft (NASDAQ:MSFT), Meta NASDAQ:META and Google NASDAQ:GOOG are helping drive a rush of data-center stake sales as operators look to cash in on the AI infrastructure boom, according to The Wall Street Journal.Developers including Netrality Data Centers, DataBank, Edged and…

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'Big Short' Michael Burry Could Make Over $100M This Year — Not From Stock Trades But Over 300K Substack Subscribers

“The Big Short” investor Michael Burry may be on pace for a nine-figure year, with the potential payday primarily coming from Substack subscriptions rather than stocks or options.Burry said on Sunday that his Cassandra Unchained newsletter had crossed 300,000 subscribers just 231 days after launch…

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IBM's Quantum Upside Meets Valuation Risk

IBM NYSE:IBM drew a Neutral rating from Susquehanna as strength in quantum computing, Watsonx AI and software was offset by concerns around consulting disruption and a rich valuation.Analyst James Friedman set a $303 price target and valued IBM's quantum opportunity at $65 per share. He also pointe…

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Microsoft, Google Face UK Cloud Oversight

Microsoft NASDAQ:MSFT, Google (NASDAQ:GOOG), Amazon Web Services NASDAQ:AMZN and Oracle NYSE:ORCL will come under direct UK financial regulatory oversight as the government moves to reduce the risks created by banks' growing reliance on cloud computing.The companies were designated Critical Third P…

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Apple's On-Device AI Path Gets Clearer

Apple NASDAQ:AAPL may have a new path for on-device AI after startup PrismML reportedly shrank Alibaba's NYSE:BABA Qwen 3.6 model to run on the iPhone 17 Pro.The Information reported that PrismML compressed the 27 billion-parameter model to less than 4GB from about 54GB, while claiming the reductio…

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