Sands Capital, an investment management company, released its “Sands Capital Select Growth Strategy” Q3 2025 investor letter.
When Oracle launched its second-generation cloud in 2016, it revealed an architecture designed from the ground up for cloud workloads: Oracle Cloud Infrastructure. In the eight years since that launch ...
Oracle's stock has plunged since hitting an all-time high in September as the company has become a poster child for growing ...
Oracle is the fifth-largest cloud computing infrastructure company, and its massive backlog is gaining attention.
Oracle (NYSE:ORCL) stock ignited investor enthusiasm starting in late April, fueled by Wall Street upgrades and optimism around its AI pivot. Momentum exploded with the June announcement of the ...
This recent decline signals renewed worries regarding stagnant cloud profit margins and the risks associated with AI ...