Our conversation began with a simple observation. A lot has happened in AI over the past week, and not all of it has been good. Lee opened by pointing directly at Oracle’s earnings report, which on ...

The U.S. and China have approved a deal to sell TikTok's U.S. business to a consortium of primarily U.S. investors.

The Chinese parent company of the popular video app said a group of non-Chinese investors would create an American TikTok to avoid a federal ban.

Broadcom Inc (NASDAQ: AVGO) shares fell Wednesday as chip stocks came under pressure following reports of a major breakthrough in China's semiconductor ambitions and uncertainty around Oracle's ...

Oracle (NYSE: ORCL) missed revenue expectations and pushed out key data center timelines to 2028, triggering a broad reassessment of near-term AI infrastructure returns. Massive capital requirements, ...