The cuts come as the software giant invests billions of dollars in expanding its artificial intelligence infrastructure.

The advancements made in artificial intelligence (AI) over the last few years have required exponentially growing amounts of computing power. That's been a huge boon for GPU makers like Nvidia, but ...

These companies are flourishing, and their shares are at attractive price levels.

Shares of Dell and Oracle have pulled back, but AI is going to give their businesses a nice lift. Oracle's revenue pipeline has improved as customers use its cloud infrastructure for their AI models.

Microsoft and Oracle both hold key contracts with OpenAI and other generative AI developers. Cash flow could be a key factor in the race to build out capacity. One has a much more attractive valuation ...