BNP Paribas weighs in on Oracle & Adobe after the enterprise software sell-off, covering Adobe’s AI monetization outlook and Oracle’s financing ...

Oracle experienced a dramatic 60% drawdown after reaching a 52-week high, highlighting volatility in its AI-driven data center strategy. Read why ORCL is a Hold.

OpenAI has spent the past year systematically reducing its dependence on Nvidia. The company signed a massive multi-year deal with AMD in October 2025, struck a $38 billion cloud computing agreement ...

OpenAI's new Spark model codes 15x faster than GPT-5.3-Codex - but there's a catch ...