Oracle’s cloud and AI pivot drives revenue growth and a strong backlog, but high capex and debt pose risks. Read why I rate ...
Oracle stock tumbled after the company reported second-quarter earnings that came in way above projections, and guidance that came in short of estimates.
With a Price to Book ratio of 18.42, which is 1.07x the industry average, Oracle might be considered overvalued in terms of ...
Today, Nvidia’s revenues are dominated by hardware sales. But when the AI bubble inevitably pops, the GPU giant will become ...
AWS, Cisco, CoreWeave, Nutanix and more make the inference case as hyperscalers, neoclouds, open clouds, and storage go ...
AI investment is reshaping software stocks as scale, data and execution drive long-term growth, says RBC Capital Markets’ ...
Sustainable Growth Advisers (SGA), an investment management company, released its third-quarter investor letter for its “U.S.
Minot Light Capital Partners, an investment management company, released its Q3 2025 investment letter. A copy of the letter ...
Uncover essential ERP tools, like databases and analytics, to streamline business operations and improve efficiency in your enterprise planning.
Oracle (ORCL) is a top AI infrastructure stock with booming cloud revenue, major partnerships, and strong growth—see why it’s ...
The United States stands as the global hub of technological innovation, hosting some of the most influential Information ...
BCB After Dark is the place for you to talk baseball, music, movies, or anything else you need to get off your chest, as long ...