Oracle Corporation

Oracle expects its revenue from AI-powered cloud solutions to grow 620% in four years

Oracle increased its capitalization by 36% in just one day. That's a record for bigtechs

The amount of the deal is many times the current revenue of the owner of ChatGPT

Oracle signs one of the largest cloud contracts in history with OpenAI - WSJ

Apple Inc.

Some experts on Wall Street expect Apple's stock to rise by another quarter

Apple shares fell after the presentation of new iPhones. What do analysts advise investors?

Nebius Group N.V.

Microsoft Corporation

Nebius quotes continued to rise on Wednesday after soaring 50% a day earlier

Nebius CEO Volozh's fortune rose $1 billion in a day thanks to a deal with Microsoft

The cloud provider entered into an unprecedented agreement with OpenAI this summer, reserving 4.5 gigawatts of data center capacity for the partner

Oracle forecasts aggressive revenue growth for its cloud business. Shares soared 28%

Volozh's shares soar 50% after deal with tech giant 

Moment of recognition: what is Wall Street saying about Nebius after the Microsoft deal?

Apple fans have seen no signs of the start of the "supercycle" they've long awaited  

Investors were not impressed with the new iPhones. Apple's stock declined 

Technology giant Oracle, whose shares are up more than 40% this year, will report quarterly earnings after the close of trading on September 9. The market expects the company to confirm the acceleration of revenue growth due to cloud services and demand for AI infrastructure. But experts warn: even if Oracle lives up to its ambitious forecasts, the rally should not be expected to repeat.

Oracle is preparing to report for the quarter. What do analysts expect after the stock rallies 40%?

ASML Holding N.V.

NVIDIA Corporation

Nvidia also participated in the investment round of French AI startup Mistral AI

ASML has become the largest shareholder in EU rival OpenAI. What can hinder the alliance?

Alphabet Inc.

Apple is leaving AI chief Robbie Walker, sources told Bloomberg on Friday. He was responsible for creating a new Web search engine to compete with Perplexity and ChatGPT. It was scheduled to launch next year - and was expected to close Apple's gap in the AI race. The news of the alleged departure of a key employee came 3 days after the traditional iPhone presentation. Journalist Roman Mighty wrote why Apple decided not to catch up with competitors, but to use their developments - as it was already under Steve Jobs.

Intelligence for hire: will Apple's presentation help it get back in the big game

Investment Bank raised its target price on shares of Google's holding company by 25% 

ChatGPT is not a hindrance: Evercore named Alphabet stock a favorite among blue chips

In mid-August, two events shook the world of artificial intelligence. OpenAI CEO Sam Altman <a href="https://www.theverge.com/ai-artificial-intelligence/759965/sam-altman-openai-ai-bubble-interview">recognized</a> that the situation on the market had signs of an investment bubble. Shortly thereafter, a sensational report from the Massachusetts Institute of Technology (MIT) came out, <a href="https://fortune.com/2025/08/18/mit-report-95-percent-generative-ai-pilots-at-companies-failing-cfo/">claiming</a> that 95% of attempts to implement AI in companies had failed. What is this - the beginning of the collapse of a multi-billion dollar industry and a repeat of the history of the dot-com <a href="https://oninvest.com/article/kakoe-budusee-ii-prorocit-diva-interneta-meri-miker-ne-uvidevsaa-puzyr-dotkomov">bubble</a>? More likely, the beginning of a new technology's collision with reality.

Artificial intelligence (AI)