Oracle tells investors not to worry about data center spending because its 'very, very good' at cost-cutting

Tech Insider : Business
Oracle logo on a phone in front of a red background
Oracle reported its third-quarter earnings for fiscal 2026 on Tuesday.

Jonathan Raa/NurPhoto via Getty Images

Target shifts away from being an 'everything store' in new strategy focused on 'busy families'

Tech Insider : Business
Target CEO Michael Fiddelke wears a suit and headset as he speaks at Target headquarters in March. A white Target bullseye logo hangs behind him.
Target CEO Michael Fiddelke and other executives outlined the retailer's turnaround strategy at its Minneapolis headquarters on Tuesday.

Dominick Reuter

Target finished out a difficult year with declining sales, but says growth is ahead

Tech Insider : Business
Customers shop at a Target store on February 10, 2026 in Chicago, Illinois.
Target guided that it was on track to deliver net sales growth in every quarter of 2026 after a bruising finish to its fiscal year.

Scott Olson/Getty Images

5 biggest takeaways from Nvidia's Q4 earnings — from the new Vera Rubin chips to addressing an emerging risk

Tech Insider : Business, Technology
CES 2026, an annual consumer electronics trade show, in Las Vegas
Nvidia's strong Q4 earnings are calming investor nerves amid stock fatigue in the AI sector.

Steve Marcus/REUTERS

Lyft's stock plummets 16% as a disappointing quarter presents a setback for its comeback story

Tech Insider : Business, Economy
A Lyft rental bike is seen from its rear wheel as a user rides another bike in a bike lane in the background
Lyft's fourth-quarter results sent its stock 16% lower in after-hours trading on Tuesday.

Justin Sullivan/Getty Images

Amazon's blowout $200 billion AI spending plan stuns Wall Street

Tech Insider : Business
Amazon CEO Andy Jassy
Amazon CEO Andy Jassy

Fortune via Reuters Connect

Disney says it took a $110 million hit from its fight with YouTube TV

Tech Insider : Sports, Business, Travel
Disney sports fans
Sports fans are caught in the middle of Disney and YouTube TV's contract dispute.

Valerie Macon/AFP via Getty Images; Matthew Pearce/Icon Sportswire via Getty Images

Data centers are powering Blackstone's $1.3 trillion investment empire

Tech Insider : Business, Economy
Blackstone CEO Steve Schwarzman speaks and holds out his hand in a gesture during the Business Roundtable CEO Innovation Summit in Washington, DC on December 6, 2018.
Blackstone CEO Steve Schwarzman

Jim Watson/AFP/Getty Images

Microsoft says OpenAI is driving 45% of the backlog for Azure cloud computing

Tech Insider : Business
Satya Nadella is speaking in front of an OpenAI logo.
"Remember this was a nonprofit, and I think Bill even said, 'Yeah, you're going to burn this billion dollars,'" Satya Nadella said of Microsoft's $1 billion investment into OpenAI in 2019.

Jason Redmond/AFP via Getty Images

Meta and Microsoft both blew their data center budgets last quarter. Wall Street is only mad at one of them.

Tech Insider : Business
Meta

illustration by Cheng Xin/Getty Images

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