ORCL's AI data center push is driving 14% revenue growth and a record backlog, but $50 billion in capex and negative cash ...

Oracle (ORCL) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

The world tried to kill Andy off but he had to stay alive to to talk about what happened with databases in 2025.

“There’s nothing like it,” said Mr. White. “Chattanooga will be in the global spotlight for technology and entertainment like ...

Shares of database software and cloud computing company Oracle ($ORCL) are down more than 40% from the peak level seen in ...

Oracle's stock has whipsawed investors, finishing 2025 higher but suffering a brutal drawdown from its peak. The debate now ...

As for the AI bubble, it is coming up for conversation because it is now having a material effect on the economy at large.

Tapasya Fund, an investment management company, released its fourth quarter 2025 investor letter. A copy of the letter can be ...

Every quantum leap in infrastructure intelligence starts with the realization that tomorrow’s systems must anticipate needs ...

Tapasya Fund, an investment management company, released its fourth quarter 2025 investor letter. A copy of the letter can be ...

Software stocks have split into two camps in 2026. The winners are printing money with expanding margins and accelerating growth. The losers are treading water despite solid execution. What separates ...

Valued at $20 billion, the deal is one of the largest in the sector and has reignited concerns about a possible AI investment ...