Record RPO and fast cloud growth (OCI +93%, cloud +47%) say the AI demand is real. The selloff is about conversion and ...

Founded in 1977, Oracle is now a $404 billion (by market cap) tech behemoth employing around 140,000 people. See why I rate ...

The artificial intelligence investment cycle has entered a new phase. The biggest technology companies are spending at a pace rarely seen in corporate history, pouring hundreds of billions of dollars ...

Oracle shares have dropped significantly as investors express apprehension over substantial cloud infrastructure investments, ...

Take OpenAI, which is currently valued at roughly 40 times sales despite generating about $20 billion in annual revenue and ...

Nearly every AI bull case in 2026 makes the same assumption: the electricity will be there when they need it. It won't. One company already has what the rest of the industry is still waiting for.

Key Points Interested in Amprius Technologies, Inc.? Here are five stocks we like better. Mid-2026 market headwinds have ...

Every AI boom forecast being published right now — every bull case, Big Tech earnings call, and valuation model — seems to be making the same assumption. The electricity will be there to power it when ...

Oracle's financial position and doubts about its largest AI client have weighed on the stock.

This score is generated through AI-driven analysis of the article's content. Buy Oracle (ORCL). The sell-off looks overdone ...

Investors continue to worry about the return Oracle will get on its AI infrastructure spending.

Over 900 Oracle E-Business Suite (EBS) instances have been found exposed online amid ongoing attacks exploiting a critical ...