… The company has been attempting a larger structural pivot over the last couple of years, away from tons of middling releases to a more focused portfolio of new games, though it has yet to demonstrate if that strategic shift has been successful. …
… The Stargate project has created high-profile headlines as OpenAI reshuffles its strategy; the company paused a planned data center expansion in the UK this week. …
… After Oracle’s strong earnings were announced in March, the five-year CDS got cheaper — then, later that month, hit an all-time high, suggesting investors were nervous again. “Oracle’s CDS has become the credit market’s proxy for AI risk,” John Lloyd, global head of multisector credit and a portfol… …
… "Lenovo chief replaced in reshuffle" . …