Oracle's story, particularly over the past two years, should be a lesson to us all about how the stock market now works.
AMZN's AWS is reaccelerating with 20% growth, a $200 billion backlog, and massive AI investments as it pulls ahead of ORCL in ...
Years of exploration and collaboration among real estate, technology, and entertainment industry leaders have led to the ...
ORCL's RPO surges to $523B, quadrupling YoY, giving multi-year revenue visibility as cloud and AI contracts drive growth ...
Munro Partners, an investment management firm, released its “Munro Global Growth Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the December quarter, the ...
Hyperscaler Market Enters A New Growth Cycle As AI And Cloud Demand Accelerate - Financial News Media. Long-term contracts and growing AI workloads offer investors increased revenue stability and ...
‘The Stars Aligned’: Observe CEO Spills The Tea On Snowflake’s Deal To Buy The Observability Company
Observe CEO Jeremy Burton talked with CRN about how Snowflake came to acquire his company and what is in store for observability at Snowflake going forward.
The most simply-named product names can sometimes have the most surprising of origins. Behind two of the world’s most ...
Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Strategy” ...
Michael Burry believes Oracle is making a strategic mistake driven by ego that could end badly for shareholders. The company ...
Michael Burry owns put options on ORCL and shorted shares, criticizing cloud expansion strategy and $95 billion debt load.
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