Oracle (ORCL) shares climbed after the company secured an $88 million Air Force contract for "Top Secret" cloud operations ...
BNP Paribas weighs in on Oracle & Adobe after the enterprise software sell-off, covering Adobe’s AI monetization outlook and Oracle’s financing ...
Oracle and Microsoft are both projected to increase sales rapidly over the next two years, while their stocks are trading at attractive valuations following pullbacks. The recent pressure on the ...
Oracle’s $20 billion stock sale aims to fund its AI-driven cloud expansion, and this article examines what the move means for ...
Oracle Health to gain even more momentum with AI-powered EHRs and expanded life sciences platforms, says EVP Seema Verma.
Three major factors were at play: a bondholder lawsuit, a wave of analyst downgrades and price cuts, and a macro environment that turned hostile to AI infrastructure spending. On Jan. 14, bondholders ...
OpenAI is signing huge deals with a handful of companies worth hundreds of billions of dollars. Microsoft and Oracle are spending significant amounts to build the capacity OpenAI wants. One stock ...
Oracle's share price fell in December after missing analysts' revenue expectations. Microsoft's Azure and cloud services continue to grow at an impressive rate. Microsoft reached $4 trillion in market ...
The AI arms race is heating up, and its effects are starting to show up where investors actually care – on the Big Tech balance sheets. According to UBS, global AI capex is now expected to hit $423 ...
Every data engineering team right now is being asked the same question: "How do we build a chatbot that talks to our data?" The prototypes are deceptively simple. A developer connects GPT-5.1 to a ...
With the official release of Microsoft's latest database offering, let's see what was improved and what still needs some work. Today, at Ignite, Microsoft announced the general availability of SQL ...
With Oracle stock decreasing 10% in a week, it’s prudent to reassess it in relation to its competitors. The recent sell-off comes amid concerns about the margins for the company’s cloud computing ...
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