field that focuses on advising businesses on how best to use information technology
startupfortune.com Oct 15
Banks are now trying to offload the AI data center debt they just underwrote: JPMorgan and MUFG are part of the group that has spent more than six months trying ...
startupfortune.com/banks-are-now-trying-to-offload-the-ai-data-center-debt-they-just-underwrote/
Oracle sees 'impressive inflection' in software reseller survey, BNP Paribas says
seekingalpha.com/news/4654261-oracle-seeing-impressive-inflection-in-software-reseller-survey-bnp-paribas-says
Tech Mahindra Q2 results: Profit jumps 33%, announces Rs 15 dividend and 1:1 bonus issue
financialexpress.com/business/industry-tech-mahindra-q2-results-profit-jumps-33-announces-rs-15-dividend-and-11-bonus-issue-4362289/
Weak Links Start to Show in A.I. Borrowing: Debt trouble at CoreWeave, Oracle and SoftBank raises questions about whether there are broader problems with the ...
nytimes.com/2026/10/17/business/ai-debt-coreweave-oracle-softbank.html
Credit stress is threatening to unwind the AI bull. All eyes are on Oracle to hold the line
cnbc.com/2026/10/19/oracle-debt-faces-an-ai-stress-test-why-some-investors-arent-worried-.html
Oracle and NetApp Launch Managed Storage Service for Seamless Cloud Migration: Discover how Oracle and NetApp's new Managed Storage Service simplifies cloud ...
smallbiztrends.com/oracle-and-netapp-launch-managed-storage-service-for-seamless-cloud-migration/
Tech Mahindra surges 7% after Q2: Why brokerages predict 25% earnings growth: Tech Mahindra shares surge 7% after Q2FY27 results. Nuvama sees 25% earnings CAGR ...
financialexpress.com/market/tech-mahindra-surges-7-after-q2-why-brokerages-predict-25-earnings-growth-4362853/
Google Trend: TCS to Wipro, 4 IT majors that dominated search interest this month
financialexpress.com/business/industry-google-trend-tcs-to-wipro-4-it-majors-that-dominated-search-interest-this-month-4363187/
htmedia.page.link Oct 17
Dividend alert: IRFC, Tech Mahindra, ICICI Prudential AMC, among 11 stocks to watch next week: Check record date, payout
livemint.com/market/stock-market-news/dividend-alert-irfc-tech-mahindra-icici-prudential-amc-among-11-stocks-to-watch-next-week-check-record-date-payout-11792211741541.html
Oracle's $10 million investment revives Nashville Symphony, but sustainability questions remain
newschannel5.com/news/state/tennessee/davidson-county/oracles-10-million-investment-revives-nashville-symphony-but-sustainability-questions-remain
Wipro deal wins plunge to near four-year low, deepening turnaround worries: Wipro's quarterly deal bookings plunged to an almost four-year low ...
reuters.com/world/india/indias-wipro-beats-second-quarter-revenue-expectations-2026-10-15/
Nvidia, Oracle, CoreWeave and other AI stocks sink on OpenAI revenue report: OpenAI has told investors that it hit roughly $50 billion in annualized revenue at ...
cnbc.com/2026/10/08/open-ai-revenue-nvidia-oracle-coreweave.html
Key FactsOpenAI reportedly on track for US$50 billion annualized revenue
Oct 8, 2026 · Reading time: ~30 sec.
Summary created with AI assistance · Source: financialpost.com
Summary created with AI assistance · Source: financialpost.com
- People familiar with the matter put OpenAI’s annualized revenue at roughly US$50 billion, up from the previous year.
- Some outlets reported in September that OpenAI was already approaching nearly US$70 billion in annualized revenue.
- The Financial Times attributed the discrepancy to more direct comparisons with Anthropic, including how cloud-provider sales are counted.
- OpenAI is currently discussing at least US$30 billion with investors; the funding round would value the company at about US$1.4 trillion.
IT leads rebound in Indian shares; TCS jumps on quarterly results: Indian shares rebounded on Friday, led by IT stocks as investors shrugged off a US move to ...
reuters.com/world/india/indian-shares-likely-rebound-after-selloff-oil-surge-may-cap-gains-2026-10-09/
Michael Burry bets against 2 AI favorites: The investor issued warnings about Oracle and Nebius stocks, arguing that they have become attractive short targets.
thestreet.com/investing/stocks/orcl-oracle-nbis-nebius-michael-burry-shorts
Oracle data center deal could result in savings for electric customers: Oracle said its plan to purchase nuclear power could save We Energies customers $300 ...
jsonline.com/story/money/business/2026/10/01/oracle-data-center-nuclear-power-deal-could-lower-we-energies-bills/92024983007/
US Suspends Visa Program For Tech Firms Including TCS, Infosys Microsoft, Wipro Etc
TCS share price jumps 5% after Q2: Should you Buy, Hold, or Sell the stock now?: TCS Share Price Today: TCS shares jumped 5% after its Q2FY27 results ...
financialexpress.com/market/tcs-share-price-jumps-5-after-q2-should-you-buy-hold-or-sell-the-stock-now-4357237/
PERM, the paperwork behind a green card, now off-limits at Infosys, TCS, Wipro and five other employers | HT Explainers
hindustantimes.com/ht-explainers/perm-paperwork-behind-us-green-card-off-limits-at-infosys-tcs-wipro-h-1b-visa-indian-professionals-workers-trump-administration-immigration-crackdown-101791516516673.html
htmedia.page.link Oct 14
TCS share price rebounds 14% from September low: Can the rally extend further?: TCS shares rose 3% after the company reported higher Q2 profit and revenue ...
livemint.com/market/stock-market-news/tcs-share-price-rebounds-14-from-september-low-can-the-rally-extend-further-11791959658391.html
Stocks: What's behind the new sell-off in chip stocks: The chip industry has recently stabilized on the stock market. Now, chip manufacturers' shares are ...
handelsblatt.com/finanzen/maerkte/marktberichte/aktien-was-hinter-der-neuen-verkaufswelle-bei-chipaktien-steckt/100261813.html
IBM CEO sends blunt message on quantum computing: IBM CEO Arvind Krishna shares the one thing he thinks will impact earnings in future years.
thestreet.com/investing/international-business-machines-corporation-ibm-ceo-arvind-krishna-ai-and-quantum-computing-1-trillion-opportunity-by-late-2030s
'ChatGPT Alone Not Enough': TCS To Hire 80% Freshers With These AI Skills
ndtv.com/business-news/tcs-hiring-specialised-artificial-intelligence-skills-chatgpt-it-sector-jobs-12173089
US bars Microsoft, Adobe, and major IT firms from green card program for skilled foreign workers
techcrunch.com/2026/10/08/us-bars-microsoft-adobe-and-major-it-firms-from-green-card-program-for-skilled-foreign-workers/
htmedia.page.link Oct 09
#WATCH | Big blow for Indian it workers as US suspends Infosys, TCS, Wipro, HCL from PERM Programme
dlvr.it Oct 09
Oracle lets AI agents do the work, provided you stay in Big Red's world: Analysts welcome Fusion Claw's tighter controls but warn of early adoption and cloud ...
theregister.com/ai-and-ml/2026/10/09/oracle-lets-ai-agents-do-the-work-provided-you-stay-in-big-reds-world/5302270
IBM Anderon Quantum Foundry Automates Qubit Fabs: IBM spinoff Anderon wins CHIPS R&D; award for wafer production scale-up
spectrum.ieee.org/anderon-quantum-fab
Mastek gains 3% as AI-led Oracle cloud transformation deal lifts stock: Mastek (UK) Limited, a wholly-owned Subsidiary of Mastek Ltd selected by Staffordshire ...
business-standard.com/markets/news/mastek-gains-3-as-ai-led-oracle-cloud-transformation-deal-lifts-stock-126100800450_1.html
SA Asks: Is now the time to buy quantum stocks? If so, which ones?: Quantum computing stocks are trading near 52-week lows. Is now the time to buy? Analysts ...
seekingalpha.com/news/4651914-sa-asks-is-now-the-time-to-buy-quantum-stocks-if-so-which-ones
US suspends India tech giants Tata, Infosys, Wipro from green card process: US suspends Tata, Infosys, Wipro, and others from green card programme ...
gulfnews.com/world/americas/us-suspends-tata-infosys-wipro-from-green-card-scheme-1.500703651
The cybersecurity breach last year of Oracle's healthcare unit compromised personal information belonging to nearly 20 million people ... Show more
finance.yahoo.com
finance.yahoo.com
The Bulwark Oct 09
Trump Accounts Were a GOOD Idea. He Just Made It an Icky One.: What started as a bipartisan savings concept now comes with stocks you can’t reject ...
thebulwark.com/p/trump-accounts-were-a-good-idea-trump-turned-icky
Nvidia GPUs are everywhere. Here are the ways companies are accessing them: One industry researcher identified over 300 neoclouds that can provide GPU capacity ...
cnbc.com/2026/10/10/nvidia-gpus-are-everywhere-heres-how-companies-access-them.html
OpenAI projected to bring in $20bn less in revenue than expected: Questions raised over AI growth as ChatGPT maker forecasts this year’s revenue at $50bn ...
theguardian.com/technology/2026/oct/09/openai-forecast-revenue-gap
TCS Q2 Earnings: Profit up 15%, AI revenue crosses 10% share—5 key takeaways: TCS Q2 profit rose 15%, revenue hit Rs 73,188 crore, with Rs 12 dividend ...
financialexpress.com/business/industry-tcs-q2-earnings-profit-up-15-ai-revenue-crosses-10-share5-key-takeaways-4356631/
The No. 1 way managers can help their employees guard against skill erosion from AI, says IBM's chief talent officer
cnbc.com/make-it/2026/10/06/ibm-exec-how-managers-can-prevent-skill-erosion-from-ai.html
OpenAI report shocks AI scene: Shares of Arm, Intel, Microsoft, Nvidia, and Oracle come under pressure
deraktionaer.de/artikel/aktien/openai-bericht-schockt-ki-szene-aktien-von-arm-intel-microsoft-nvidia-oracle-geraten-unter-druck-20413224.html
Dividend Alert: TCS announces Rs 12 interim dividend for FY27; Check record date: TCS declares Rs 12 interim dividend for FY27; check the Oct. 14 record date and ...
financialexpress.com/business/industry-dividend-alert-tcs-announces-rs-12-interim-dividend-for-fy27-check-record-date-4356589/
China’s Tencent leases 100,000 chips from Oracle to accelerate AI push, FT reports
reuters.com/world/china/chinas-tencent-leases-100000-chips-oracle-accelerate-ai-push-ft-reports-2026-10-01/
Oracle sends 'force majeure' notice about data center project — stock drops 3%: Oracle is reportedly looking to delay payment on Project Jupiter if the data ...
cnbc.com/2026/09/24/oracle-data-center-force-majeure.html
Oracle gave Larry Ellison and his co-CEOs nearly $1 billion in stock options. By fiscal year end, all were underwater
fortune.com/2026/09/26/oracle-larry-ellison-ceo-pay/
Paid articlePaywall
ShinyHunters uses WAF bypass trick in Oracle PeopleSoft attacks: The ShinyHunters extortion gang is using a URL-encoding trick to bypass web application firewall ...
bleepingcomputer.com/news/security/shinyhunters-uses-waf-bypass-trick-in-oracle-peoplesoft-attacks/
Tencent scores 100,000 offshore AI chip deal with Oracle for $7 billion despite climbing prices — per-hour costs estimated to be 43% under standard H100 rental ...
tomshardware.com/tech-industry/data-centers/tencent-scores-100-000-offshore-ai-chip-deal-with-oracle-for-usd7-billion-despite-climbing-prices-per-hour-costs-estimated-to-be-43-percent-under-standard-h100-rental-rates
Paid articlePaywall
Why Larry Ellison Spent $10 Million Buying Up Houses for His Kids’ Tutors and Staff
entrepreneur.com/business-news/why-larry-ellison-spent-10-million-buying-up-houses-for-his-kids-tutors-and-staff
Here’s What It Takes to Become an Industry Leader — and Stay There: Are you ready to reach the top of the mountain in your industry?
entrepreneur.com/building-a-business/heres-what-it-takes-to-become-an-industry-leader-and-stay-there
AI data center for 18 billion: Oracle wants rent deferral in case of delays: One of Oracle's massive AI data center projects is struggling with problems ...
heise.de/news/Riesiges-KI-Rechenzentrum-verzoegert-Oracle-will-Stundung-von-Mietzahlungen-11470269.html
Oracle Japan shares surge 7% after record fiscal first quarter, bucking selloff of U.S. parent
cnbc.com/2026/09/25/oracle-japan-shares-earnings.html
Michael Burry just put a date on Oracle's AI reckoning: Michael Burry predicts Big Tech’s massive AI spending will trigger massive write-offs by 2028 ...
thestreet.com/investing/michael-burry-big-short-ai-spending-warning
Larry Ellison pledges 67M additional Oracle $ORCL shares worth ~$9.2B as the Ellison family commits $47B in equity to back Paramount's acquisition of ... Show more
Who at EC ordered TCS to make 'illegal' change in Form 6, asks Rahul: Congress accuses EC-ordered TCS change in Form 6 as illegal, questions who ...
thehindu.com/news/national/congress-accuses-ec-ordered-tcs-change-in-form-6-as-illegal/article71531741.ece
Federal judge allows Paramount-Warner merger to move forward: The judge's approval allows tech scion David Ellison to finalize his company's $111-billion ...
latimes.com/entertainment-arts/business/story/2026-09-30/judge-allows-paramount-warner-merger-to-move-forward
Oracle, Blue Owl project delay sends ripples through AI financing, sources say: Oracle's move to protect itself against potential delays at a massive data center ...
reuters.com/business/energy/oracle-blue-owl-project-delay-sends-ripples-through-ai-financing-sources-say-2026-09-24/
Citi sees more pain for TCS, Wipro, HCLTech; Recommends ‘Buy’ on just 2 IT stocks
financialexpress.com/market/citi-sees-more-pain-for-tcs-wipro-hcltech-recommends-buy-on-just-2-it-stocks-4349609/
OpenAI's revenue run rate is surging toward $70 billion as enterprise sales doubled
qz.com/openai-revenue-run-rate-70-billion-enterprise-sales-092926
Tata Trusts proposes strategic reorganisation to avoid listing: The proposal, sent to the Tata Sons board, involves merger of Tata Electronics Systems and Tata ...
indianexpress.com/article/business/tata-trusts-proposes-strategic-reorganisation-tata-sons-to-avoid-listing-10897927/
Michael Burry warns that the federal government cannot afford to let the AI boom weaken, even as he shorts tech giants like Nvidia $NVDA and Oracle $ORCL over ... Show more
ShinyHunters: Niederländisches Mitglied der FBI-Datendiebe festgenommen: Offenbar hat die Cybergang ShinyHunters wirklich beim FBI Daten gestohlen ...
heise.de/news/ShinyHunters-weiter-aktiv-Details-zu-FBI-Datendiebstahl-11469449.html
Oracle $ORCL long-term bond yields cross 8% amid an AI infrastructure credit squeeze as a potential junk downgrade threatens $120B in debt!
KEY HIGHLIGHTS:
• ... Show more
OpinionTrading Day: Rout of control: The global bond rout continued on Thursday, pushing many key yields around the world to new multi-decade highs ...
reuters.com/commentary/reuters-open-interest/global-markets-trading-day-graphic-2026-09-24/
Oracle’s $165 Billion AI Data Center Is Flashing a Warning Sign: Oracle stock fell more than 3 percent after delivering a force majeure notice to Blue Owl ...
inc.com/phil-rosen/stock-market-outlook-oracle-ai-data-center-blue-owl-capital/91410075
Trump’s Stargate AI Project in Huge Trouble As $18 Billion Data Center Shrivels Toward Oblivion
futurism.com/future-society/donal-trump-stargate-megaproject-ai-data-center-oracle-shrivels
Oracle rekindles the data center debt risks
axios.com/2026/09/25/oracle-debt-data-centers
Oracle Health rolls out AI revenue cycle tools, oncology EHR: The revenue cycle management tools should reduce care delays and denials, Oracle Health said.
modernhealthcare.com/health-tech/mh-oracle-health-ai-rcm-oncology-ehr/
Top Wall Street analysts find these 3 stocks attractive as long-term investments: Look beyond short-term noise and focus on stocks with strong growth potential ...
cnbc.com/2026/09/20/top-wall-street-analysts-find-these-3-stocks-attractive-as-long-term-investments.html
Linux security vulnerabilities: CISA warns of kernel attacks: Die US-Behörde CISA warnt vor laufenden Angriffen auf den Linux-Kernel, eine der Lücken steckte 14 ...
pcgameshardware.de/Linux-Software-26761/News/Kernel-Sicherheitsluecken-aktiv-ausgenutzt-CISA-1554569/
ShinyHunters Hackers Claim To Have 2-3TB Of Sensitive Information About FBI Employees
engadget.com/2267075/shinyhunters-hackers-claim-to-have-2-3tb-of-sensitive-information-about-fbi-employees/
PeaceHealth to lay off 150 employees statewide, including 119 in Clark County: Vancouver-based PeaceHealth will lay off 150 employees statewide ...
columbian.com/news/2026/sep/18/peacehealth-to-lay-off-150-employees-statewide-including-119-in-clark-county/
Jim Cramer posted something about Oracle that tells investors more about the state of the AI trade.
Read more: Jim Cramer sends strong signal to Oracle stock investors
Tata stocks fall up to 8% amid rift over Tata Sons listing, Chandra's term: Tata Sons cleared N. Chandrasekaran's five-year reappointment and its proposed ...
business-standard.com/markets/news/tata-stocks-retreat-up-to-8-as-rift-widens-on-listing-chandra-s-term-126091800141_1.html
htmedia.page.link Sep 23
Inside Oracle's job cuts: Over-40s, middle managers take biggest hit in latest round of layoffs
livemint.com/companies/news/inside-oracles-job-cuts-over-40s-middle-managers-take-biggest-hit-in-latest-round-of-layoffs-11790134724210.html
