Analysts believe these high-profile stocks at the intersection of software and infrastructure are in a good spot to monetize ...

Michael Burry owns put options on ORCL and shorted shares, criticizing cloud expansion strategy and $95 billion debt load.

ORCL's AI data center push is driving 14% revenue growth and a record backlog, but $50 billion in capex and negative cash ...

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

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

Michael Burry, the investor who famously bet against the US housing market during the 2008 financial crisis, has turned ...

Objective overview of Oracle Corporation enterprise software operations, regulatory disclosures, cloud services portfolio, ...

Oracle Corporation (NYSE:ORCL) is one of the 10 Best NYSE Stocks to Buy According to Analysts. On January 8, Wells Fargo ...

Evercore ISI predicts that this network may create almost $76 billion in annual GPU cloud revenue, considering that each ...

A factual overview of Oracle Corporation within enterprise software, highlighting product structure, cloud services, ...

Michael Burry bets against Oracle as debt nears $100B, FCF turns -$13B and a $6.6B liquidity gap looms—see ORCL stock's risks ...

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