Oracle announced the third cohort of its Defense Ecosystem, adding 10 companies specializing in AI, cyber, secure communications, and autonomous systems to support US and allied defense missions. This initiative accelerates the transition from prototype to operational use by connecting emerging tech firms with Oracle's cloud and AI infrastructure. The program also offers expanded benefits through partnerships with Defence Holdings and Shield Reply, helping companies deploy secure, mission-ready solutions faster. This move aims to enhance national security by delivering advanced, mission-critical technologies more efficiently.
Bridgewater Associates, led by Ray Dalio, disclosed a $24.4 billion stock portfolio as of June 30, 2026, with a strong focus on ETFs like SPY and IVV, which make up over 25% of holdings. The hedge fund increased its ETF positions but reduced stakes i...
Nvidia has begun full production of its Spectrum-X Ethernet Photonics platform, the first co-packaged optics Ethernet switch designed for 200G-per-lane volume shipping. This innovation integrates optics directly onto the switch chip, drastically redu...
Leading AI-driven companies like Meta, Alphabet, and Oracle are experiencing significant revenue and earnings growth, but their free cash flow has sharply declined due to increased capital expenditures, litigation costs, and infrastructure investment...
Michael Burry, known for his contrarian bets, has increased his short positions on Micron Technology and the Invesco QQQ Trust despite current losses. Micron's stock has surged over 238% this year due to strong demand in the memory chip sector, but B...
President Trump's executive order to separate the combined MMR vaccine into individual shots faces significant regulatory and manufacturing challenges, with FDA approval potentially taking up to 10 years. Merck and GSK, the only licensed producers of...
