The Information published a report suggesting Oracle’s (ORCL) gross margins were just 14% at its cloud computing unit. The report dampened enthusiasm for AI stocks yesterday...

“Valuations of the technology sector are becoming stretched but not yet at levels consistent with historical bubbles,” Oppenheimer and his team wrote in a note. Still, the strategist reiterated his recommendation that investors seek diversification to avoid risks around a narrow US stock rally and higher competition in the artificial intelligence space...

LONDON, October 08, 2025--According to Forrester's (Nasdaq: FORR) 2026 European Predictions, unveiled today at Forrester's Technology & Innovation Summit EMEA in London, while European firms will intensify the quest to reduce their dependence on global resources and achieve sovereignty over their technology stack and digital platforms, no European enterprise will shift entirely from US hyperscalers in 2026...