Epic Systems Expands EHR Market Share Lead Over Oracle Health
Unusual Options Activity: SMCI, EBAY and Others Attract Market Bets, SMCI V/OI Ratio Reaches 477.3
Sector Update: Tech Stocks Fall Wednesday Afternoon
Top Midday Stories: Nvidia, Oracle Rush Chip Shipments Ahead of Export Rule; Super Micro Cuts Fiscal Q3 EPS, Net Sales Guidance
Chopped Leaf Rolls Out Oracle Simphony Cloud POS System
Nvidia, Oracle Rush to Get AI Chips Out of US Before New Export Rule, The Information Reports
China's TikTok to Invest 1 Bln Euros In Finland To Build Data Centre, Sources Say- Reuters
Pythian Positioned as Oracle Database@Google Cloud Leader With Acquisition of Rittman Mead
Microsoft Vows to Protect European Operations; to Expand AI Cloud, Infrastructure in Europe
Nvidia, Oracle, Broadcom 'Most at Risk' If AI Capex Cycle Slows Down, Kolanovic Warns
Trump is said to want to modify the export controls on AI Chips and may use it as a "tool" for trade negotiations.
① According to sources, officials in the Trump administration are considering abandoning the "tiered licensing system" for AI Chip exports and establishing a "Global licensing system" through intergovernmental agreements; ② This modification may be related to President Trump's trade Global Strategy, aiming to use "the use of USA chips" as a strong tool in trade negotiations.
Tech ETF XLK Pops 10% in 5-days yet the Fund Is Still Lower by More Than 10% YTD
Microsoft's Relationship With OpenAI Is 'Evolving,' Wells Fargo Says
Insiders In Oracle Still Down 19% On US$947.9k Investment
Trump to Tout US Investments From Nvidia, J&J, Hyundai, Toyota in Wednesday's White House Event
On the occasion of his first hundred days in office, Trump will hold an event at the White House to promote investment in the USA, with Company Executives from NVIDIA and other companies participating.
US government officials stated that on the 100th day of Trump's second term, over 20 senior business leaders from companies such as NVIDIA, Johnson & Johnson, Toyota, Eli Lilly and Co, and SoftBank Group will visit the White House on Wednesday to participate in an event promoting investment in the USA. A White House official mentioned that Trump plans to advocate for and promote widespread investment in the fields of USA defense, Technology, Medical Care, Consumer products, and investment Funds on the occasion of his hundredth day in office. Despite the concerns of major US enterprises regarding new tariffs, Trump is still trying to attract new investments. Airlines, aerospace companies, Auto Manufacturers, and retailers are all concerned about the impact of tariffs on USA manufacturing.
Oracle Engineers Caused Days-long Software Outage at U.S. Hospitals
Barclays Maintains Oracle(ORCL.US) With Buy Rating, Maintains Target Price $202
Oracle Deploys Liquid-Cooled Nvidia Blackwell GPUs
Nvidia Blog Post Positive for Oracle, Says Barclays