Snowflake (SNOW), and Oracle (ORCL) are among Mizuho's top enterprise software stocks for 2026, the firm said in an ...
Oracle Fusion Cloud, revenue cycle, patient data, healthcare industry, cloud platform, data-driven decisions, health systems, digital transformation ,The Silicon Review ...
Mizuho is optimistic about enterprise software stocks heading into 2026. In a new investment note, the firm highlighted ...
With memory and networking becoming new bottlenecks, the Index added exposure to firms like SK Hynix, Broadcom and Astera ...
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MSFT vs. ORCL vs. CRWV: Who gains most from OpenAI’s enterprise expansion? Jefferies weighs in
Jefferies believes that OpenAI (PC:OPAIQ) is preparing for a major expansion into the enterprise market in 2026 — and this ...
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” ...
Only a handful of major companies have yet to report their results for the last quarter, and AI leader Oracle is one of them.
A handful of remaining major companies reported their quarterly results this week, including Oracle and Broadcom . The Q3 earnings season has largely brought solid results. As of ...
We see 2026 as the year that investors begin to shift their focus from hardware to software positions,” an HSBC analyst wrote.
Did people complain – and by people, we mean Wall Street – as the world’s largest bookseller invested huge amounts of money ...
In the December 10 earnings call, Oracle CEO Larry Ellison said that the company is focusing on solving the “very important problem” of how to enable the most recent AI models to complete multistep ...
Investors say Microsoft's real edge comes from its sprawling AI ecosystem and growing independence from any single model ...
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