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Oracle's $300B OpenAI Bet: Why the Market Is Dumping...

Oracle's $300B OpenAI Bet: Why the Market Is Dumping...

Oracle made one of the boldest bets in corporate history when it signed a $300 billion, five-year cloud computing contract with OpenAI in September 2025. The deal was supposed to transform Oracle into the backbone of the AI revolution. Instead, shareholders have lost $315 billion in market value since the

Twilio's Voice AI Transformation: The Day a Messagin...

Twilio's Voice AI Transformation: The Day a Messagin...

Twilio's Voice AI Transformation: The Day a Messaging Company Became the Backbone of AI Agents The pitch used to be simple: need to send an SMS? Twilio's API does that. Want to add voice calling to your app? Twilio's got you covered. It was

Meta's ARI Acquisition: Why the Company That Dominat...

Meta's ARI Acquisition: Why the Company That Dominat...

When Meta announced on Friday that it had acquired Assured Robot Intelligence—the little-known San Diego startup building AI models for humanoid robots—most people scrolling through their feeds probably saw it as just another Big Tech acquisition. Another startup, another press release, another sign that every company with a

GameStop Wants to Buy eBay. Here's Why That Might Ac...

GameStop Wants to Buy eBay. Here's Why That Might Ac...

Most people laughed when Ryan Cohen said he wanted to turn GameStop into a $100 billion company. Now he's actually trying to pull it off—and the target isn't some struggling startup. It's eBay. The video game retailer that meme traders famously saved from

Stripe's 288 AI Products: The Day Commerce Started T...

Stripe's 288 AI Products: The Day Commerce Started T...

What Happened On April 29, 2026, at Stripe Sessions — the company's annual flagship event — Stripe announced 288 new products and features. That's not a typo. Two hundred and eighty-eight. In a single day. The headline deal: you can now buy things directly inside Google AI Mode

Cerebras Is Going Public at $40 Billion. Here's Why ...

Cerebras Is Going Public at $40 Billion. Here's Why ...

Cerebras Systems — the AI chip startup that builds processors the size of a dinner plate — just filed for the biggest tech IPO of 2026. The numbers are almost hard to believe: a $40 billion valuation, up to $4 billion raised, and a $20 billion deal with OpenAI already in hand.

The Pentagon's $961 Billion AI Play: How 8 Tech Gian...

The Pentagon's $961 Billion AI Play: How 8 Tech Gian...

On Friday, the U.S. Department of Defense announced it had signed agreements with eight technology companies—SpaceX, OpenAI, Google, Nvidia, Reflection, Microsoft, Amazon Web Services, and Oracle—to deploy advanced AI on classified military networks. The message was unambiguous: "These agreements accelerate the transformation towards establishing the United