Microsoft Dumps Oracle Over Security

Microsoft just ditched a $3B deal with Oracle. Reason? Security fears. With AI demand skyrocketing, tech giants are desperate for computing power. But Oracle's cloud lacked a key U.S. security framework. Microsoft won't risk it. Now, they're shopping for other options. Can they secure the capacity they need?

Nvidia just bet $2B on Marvell. CEO Jensen Huang hints at Marvell joining the trillion-dollar club. Why? It's all about AI hardware. Marvell's custom silicon and optical networks could be game-changers in AI infrastructure. But with big bets come big risks. Could this partnership redefine Marvell's future—or signal a high-stakes gamble?

Texas Instruments is on fire. A 19% revenue spike, boosted by analog demand. Strait of Hormuz reopening fuels industrial and auto sectors. Shares surged 76.5% YTD. But is this growth sustainable? Watch how market recovery and manufacturing expansion play out next quarter. What's the real impact on TXN's future?