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

Oracle was at the center of all things artificial intelligence (AI) in 2025, and therefore at the center of the investing ...

In 2026, contextual memory will no longer be a novel technique; it will become table stakes for many operational agentic AI ...

AI investment is reshaping software stocks as scale, data and execution drive long-term growth, says RBC Capital Markets’ ...

Today, Nvidia’s revenues are dominated by hardware sales. But when the AI bubble inevitably pops, the GPU giant will become ...

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

Bailard Inc., an investment management company, released its third-quarter 2025 investor letter for “Bailard Technology ...

Oracle Corporation, the database and cloud computing giant valued at more than $550 billion, has shifted its corporate ...

Harbor Capital Appreciation Fund, an investment management company, released its Q3 2025 investor letter. A copy of the same ...

What Happened: Magouyrk's decision to sell 10,000 shares of Oracle was revealed in a Form 4 filing with the U.S. Securities and Exchange Commission on Wednesday. The total value of the sale is ...

It looks like after a string of losses, cloud and software services provider Oracle (ORCL) has finally scored a win.

Major U.S. indexes fall on AI weakness. Investors are growing enthusiastic over Chinese chipmakers. Netflix deal is "superior" to Paramount's, Warner Bros. says. U.S. approves $11.15 billion sale to ...