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

The 38,500-square-foot data center is scheduled to be operational by May 1 and utilize about 3 megawatts of power per 10,000 ...

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

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

It has been about a month since the last earnings report for Oracle (ORCL). Shares have lost about 4.6% in that time frame, ...

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

ClearBridge Investments, an investment management company, released its “ClearBridge Dividend Strategy” fourth-quarter 2025 ...

Impax Asset Management, an investment management company, released its “Impax US Sustainable Economy Fund” third-quarter 2025 ...

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 ...

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

After a detailed analysis of Oracle, the following trends become apparent: A Price to Earnings ratio of 36.08 significantly below the industry average by 0.64x suggests undervaluation. This can make ...