Nvidia unveiled its open-source Agent Toolkit at GTC 2026, adding OpenShell, AI-Q, and major partners including Adobe, SAP, and Salesforce.
Oracle is accelerating data center construction timelines and managing costs. It is justifying its spending by fulfilling highly profitable contracted capacity. Oracle’s cash burn is taking a toll on ...
The sell-off in Oracle, paired with growing earnings, has pushed its price-to-earnings (P/E) ratio down to 29 and its forward P/E to just 21.7 -- which is almost identical to the forward P/E of the ...