AMZN's AWS is reaccelerating with 20% growth, a $200 billion backlog, and massive AI investments as it pulls ahead of ORCL in ...

The common term among IT decision-makers has become nebulous, prompting the need for an alignment with industry best ...

Oracle recognized the AI land grab accelerating in real time: a market rocketing from $80–100 billion today to $350–650 ...

A growing number of U.S. enterprises are adopting Oracle Cloud Infrastructure (OCI) alongside other hyperscale cloud services ...

AWS European Sovereign Cloud is now available in Germany, with plans for expansion to Belgium, the Netherlands and ...

Key opportunities in Saudi Arabia's cloud services market include strong growth in SaaS and PaaS due to digital-first mandates and cloud-first policies under Vision 2030. Significant foreign ...

We came across a bullish thesis on Oracle Corporation on LongYield’s Substack. In this article, we will summarize the bulls’ ...

AI firm says annualized revenue topped $20 billion in 2025 as compute rose to 1.9 GW. A broader infrastructure push and ad tests aim to fund growth.

Michael Burry believes Oracle is making a strategic mistake driven by ego that could end badly for shareholders. The company ...

DigitalOcean (DOCN) rated Buy on accelerating growth, AI tailwinds, and 43% EBITDA margins; attractive 13.2x EV/EBITDA ...

Watch the Video How did Oracle go from market darling to market disappointment in just a few months? Lee and I agreed that ...

Michael Burry bets against Oracle as debt nears $100B, FCF turns -$13B and a $6.6B liquidity gap looms—see ORCL stock's risks and cloud upside here.