Oracle’s recent earnings have underscored how OpenAI’s ramped cloud-investment plans are sending ripples across the tech sector. A mega contract, astonishing growth in Oracle’s performance backlog, and skyrocketing market expectations all paint a picture of transformation — but the surge is also stirring up debate over concentration risk, profitability, and whether this boom can last.…
Europe’s tech ecosystem is waking up from a long period of cautious hope into moves that suggest serious momentum. The recent IPO of fintech Klarna and the massive funding round led by ASML in French AI startup Mistral represent more than isolated successes—they are part of a broader bet that Europe can build its own…
Apple has unveiled its latest lineup of iPhones with a striking decision: prices will remain flat despite a wave of global cost pressures, shifting consumer spending patterns, and looming tariff threats from Washington. Analysts say this choice reflects a carefully calculated strategy aimed at balancing short-term resilience with long-term brand strength. The decision comes at…
The European Union’s attempt to make Big Tech pay for the costs of regulation has hit a roadblock after Meta Platforms and TikTok secured a legal victory against the bloc’s supervisory fee system. While the ruling does not immediately refund the contested payments, it forces regulators back to the drawing board, setting the stage for…
ASML’s decision to become the largest backer of French AI start-up Mistral with a €1.3 billion investment was billed internally as more than a financial play: it was a direct effort to entwine Europe’s leading semiconductor equipment maker with a fast-growing European developer of large language models. The deal gives ASML an equity stake of…
Meta’s emergence as a major player in generative AI has hit a raw nerve after an investigation found the company hosted dozens of chatbots impersonating high-profile celebrities — in some cases flirtatious, sexualized, and created without the consent of the persons they copied. The discovery has provoked a storm of legal, regulatory and reputational risks…
India’s Reliance Industries has doubled down on a technology play that goes far beyond a few product launches. By forging deeper ties with Google and Meta to accelerate artificial intelligence across its empire — from energy and retail to telecom and financial services — Reliance is trying to stitch together three powerful threads: cheap and…
Alibaba’s stock surge this year reflects more than a rebound in e-commerce; investors are pinning much of the company’s renewed momentum on a fast-accelerating cloud business that is monetizing demand for artificial intelligence. While the group still juggles heavy investments in instant commerce and faces the usual China-related macro and regulatory uncertainties, the underlying shift…
Dell Technologies’ shares slid after the company reported a second-quarter margin miss, but management lifted its full-year revenue and profit outlook — a contrast that has left investors asking why a firm would accept weaker near-term profitability and still sound upbeat about the year ahead. The short answer: Dell is aggressively prioritizing AI server shipments…
In July, Europe’s electric vehicle market witnessed a dramatic power shift as China’s BYD raced past Tesla in new registrations. BYD’s surge reflects a broader trend: affordable, competitive Chinese EVs are reshaping buyer preferences and cooling Tesla’s previously unshakeable dominance. Here’s how the landscape shifted—and what comes next. BYD’s Rapid Rise: Pricing, Product Breadth, and…
business-gurus.com 