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

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

Oracle Corporation (NYSE:ORCL) is among the best software infrastructure stocks to buy according to hedge funds.

By the end of this decade, the most successful enterprises will be the ones that see AI and cloud as critical infrastructure, ...

Analysts believe these high-profile stocks at the intersection of software and infrastructure are in a good spot to monetize ...

When DoorDash selected NetSuite as its corporate financial control center, it sought a scalable platform that could connect ...

For years, companies have been moving their most valuable customer data into countless different systems used by marketing, ...

Neutral overview of enterprise technology operations, cloud infrastructure themes, and market benchmark context within a ...

Quick Read Mizuho rates Nvidia as its top semiconductor pick with a $275 price target. Berenberg upgraded CrowdStrike to buy.

Bristlemoon Capital, a global equities firm, released its “Bristlemoon Global Fund” fourth-quarter 2025 investor letter. A ...

The dreaded mortgage rate ‘lock-in’ effect is fading,” said real estate investor and Reventure CEO Nick Gerli.

According to Valuates Reports, The global Enterprise Artificial Intelligence Market is projected to grow from USD 1568.3 Million in 2024 to USD 6769.1 Million by 2030, at a Compound Annual Growth Rate ...