Eric J. Savitz

For at least four years, Oracle CEO Safra Catz and founder Larry Ellison have been telling investors that the enterprise software company’s business was about to leave behind a stretch of lackluster growth, thanks to a major push into cloud computing. Oracle has become a major player in both cloud computing and artificial intelligence, steadily adding marquee names to its list of cloud customers. In reporting financial results for the May quarter, for instance, Oracle announced new deals to provide cloud computing capacity to both OpenAI and its partner Microsoft, and to Google Cloud.

Once the darling of growth investors, Apple recently has struggled to expand its business, posting declining growth in five of the past six quarters. The company has been facing new regulatory scrutiny over its control of the iPhone app market, intensifying oversight in China, and until recently, doubts about its strategy for leveraging artificial intelligence. Apple shares hit a new high on June 11 following Cook’s keynote address at WWDC 2024, the company’s annual developer conference, where he unveiled the new AI strategy.

October will mark the tenth anniversary of Lisa Su's appointment as CEO of Advanced Micro Devices a stretch in which the chip maker's shares have

The memory-chip maker is expected to benefit from a combination of factors tied to artificial intelligence.

The memory-chip maker is expected to benefit from a combination of factors tied to artificial intelligence. This Is An Important Week For Nvidia and Semiconductor Investors

Analyst James Faucette reduced his rating on the IT consulting firm’s stock to Equal Weight from Overweight , cutting his target price to $300 from $382.

At a quick annual meeting, Nvidia shareholders approved all 12 recommended nominees to the company's board. S&P 500 Struggles as Nvidia Is Selling Off Again: Markets Wrap

Micron Technology stock was losing ground despite the memory chip company reporting better-than-expected financial results for the quarter. Revenue guidance for the company’s August quarter matched estimates—and investors were likely expecting more. For the fiscal third quarter ended in May, Micron reported revenue of $6.8 billion, up 82% and ahead of both the midpoint of the company’s guidance range at $6.6 billion and the Wall Street consensus as tracked by FactSet at $6.67 billion.

I’ve loved writing for Barron’s, and the last five years have been the sweetest. I will miss writing this column most of all.

A few months ago, I left business journalism to join General Motors. While I loved my many years covering technology and the stock market for Barron’s, Forbes and other publications, GM offered me an opportunity I couldn’t resist: To help one of the cornerstone American manufacturing giants tell the story of the future of transportation, powered by electrification, automation, software, and AI.