Oracle: Strong Generative AI Demand Supports Data Center Buildout

Oracle: Strong Generative AI Demand Supports Data Center Buildout

Securities in This Article Key Morningstar Metrics for Oracle Oracle ORCL shares rose more than 10% on Feb. 9, posting its biggest daily gain since last September, after a sell-side competitor issued a more favorable rating. Despite the rally, Oracle stock was still down 19% year-to-date, underperforming enterprise-software peers such as SAP and Microsoft. Why…

BWXT Strengthens Space Coast Presence with Opening of Digital Transformation Center

BWXT Strengthens Space Coast Presence with Opening of Digital Transformation Center

Melbourne Digital Center will concentrate on digital transformation, smart operations, artificial intelligence, automation, and cybersecurity BWX Technologies Inc. has opened a new 11,600-square-foot Digital Center in Melbourne, establishing a hub for the company’s enterprise-wide digital transformation efforts and marking its formal entry into Florida’s Space Coast technology community. BREVARD COUNTY • MELBOURNE, FLORIDA — BWX…

AI servers lift Taiwan supply chain broadly in 2025, gains center on ODM/EMS, cooling, optical

AI servers lift Taiwan supply chain broadly in 2025, gains center on ODM/EMS, cooling, optical

Taiwan’s AI server supply chain delivered broad-based growth in 2025, fueled by surging generative AI and cloud data center spending, but the biggest gains clustered around two areas: system-level integration led by original design manufacturer (ODM)/electronics…