Google Cloud’s lead engineer for databases discusses the challenges of integrating databases and LLMs, the tools needed to ...

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

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

With an imminent end-of-support deadline, SAP would like nothing better than for all its customers to move to S4. And fast.

Fenimore Asset Management, an investment management company, released its Q4 2025 investor letter. A copy of the same can be ...

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

Michael Burry of "The Big Short" fame said Nvidia is "simply the purest play" for an investor to bet against the AI boom.

Oracle (ORCL) is undervalued after a sharp sell-off, says KeyBanc, citing sum-of-the-parts upside from core apps/database and ...

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

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

Oracle was sued on Wednesday by bondholders ​who say they suffered losses because the company ‌chaired by billionaire Larry Ellison failed to disclose it needed to sell significant additional debt to ...

I’ve seen my fair share of corporate reincarnations. But what Oracle (ORCL) has pulled off over the last 24 months isn’t just ...