Oracle founder and CTO Larry Ellison has identified what he calls the critical limitation holding back AI models from Gemini ...

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

Oracle’s cloud and AI pivot drives revenue growth and a strong backlog, but high capex and debt pose risks. Read why I rate ...

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 ...

Oracle ORCL has embarked on an aggressive infrastructure expansion strategy that positions the enterprise software giant at ...

As vendors and solution providers alike in 2025 focused investment in growing practices in artificial intelligence, security ...

Meanwhile, the model layer keeps whiplashing. First, everyone used ChatGPT. Then Gemini was catching up. Now, it seems Claude ...

Middle Coast Investing, an investment advisor firm, released its fourth-quarter 2025 investor letter. 2025 was a good year ...

We came across a bullish thesis on Willis Lease Finance Corporation on Noor’s Substack. In this article, we will summarize ...

AWS, Cisco, CoreWeave, Nutanix and more make the inference case as hyperscalers, neoclouds, open clouds, and storage go ...