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.

Goldman Sachs rates Microsoft, Oracle, ServiceNow as Buy and Adobe, Datadog as Sell in new software sector coverage for 2026 ...

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.

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 ...

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

Software stocks might not be a very popular way to play the artificial-intelligence trade today, but that could soon change. Back To Top ...

'We see 2026 as the year that investors begin to shift their focus from hardware to software positions,' an HSBC analyst writes Oracle's vectorized database will prove to be a key advantage as the AI ...

Oracle (NYSE: ORCL) stock fell as much as 16.5% on Dec. 11 in response to the company's second-quarter fiscal 2026 results. Now, at the time of this writing, Oracle is down roughly 42% from its ...

Oracle's remaining performance obligations increased 438% year over year in the recent quarter. Analysts expect the company's revenue to grow at an annualized rate of 31% over the next five years.

RUNNING A GIANT software business used to be fun. Sure, coming up with a great product was a grind. But once you had one that customers could not live without—be it Microsoft Office, Amazon.com, ...

Oracle is aggressively building out AI data centers, most notably for OpenAI under a massive multi-year deal The company's balance sheet is already loaded with debt, and more debt is being piled on to ...

Forbes contributors publish independent expert analyses and insights. John Hall covers entrepreneurial topics that help companies grow. Getting PR has never been more challenging. Today, both ...