Michael Burry owns put options on ORCL and shorted shares, criticizing cloud expansion strategy and $95 billion debt load.

In 2026, contextual memory will no longer be a novel technique; it will become table stakes for many operational agentic AI ...

Artificial intelligence continued to have a big impact of information management in 2025. Also selected are case studies and CDO interviews that show the enduring value of good data management.

After a detailed analysis of Oracle, the following trends become apparent: A Price to Earnings ratio of 36.08 significantly below the industry average by 0.64x suggests undervaluation. This can make ...

Our editors' top picks to read today. The rabbi was killed in the mass shooting in Bondi Beach, Australia. Rabbi Eli Schlanger was killed in the mass shooting at Bondi Beach, Australia during Chanukah ...

Financial giants have made a conspicuous bearish move on Oracle. Our analysis of options history for Oracle (NYSE:ORCL) revealed 24 unusual trades. Delving into the details, we found 37% of traders ...

Columnar, a startup founded by core Apache Arrow developers, launched today with $4 million to accelerate data connectivity using Arrow-based drivers. Bessemer Venture Partners led the company’s seed ...

For years, Oracle has found itself solidly in the second tier of cloud providers, well behind the top three of Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform, which combined ...

Oracle boasts high revenue visibility in the coming years. The increasing demand for AI-powered cloud infrastructure and AI databases is driving Oracle’s growth. High-profile deals have further made ...

Micron Technology (MU) has flown under the radar as an AI memory leader, with data center revenue up 400% YoY. Citi‘s $175 target reflects expectations of strong DRAM/NAND pricing and sales, boosting ...

A monthly overview of things you need to know as an architect or aspiring architect. Unlock the full InfoQ experience by logging in! Stay updated with your favorite authors and topics, engage with ...