ORCL's AI data center push is driving 14% revenue growth and a record backlog, but $50 billion in capex and negative cash ...
Burry owns put options on Oracle shares, he said in a Substack post after markets closed on Friday. Burry, who revealed ...
Burry, who became famous for betting against the US housing market during the 2008 financial crisis, said he has avoided ...
From the start of the year to its peak, Oracle’s share price climbed from around $120 to over $300, delivering close to 200% ...
Objective overview of Oracle Corporation enterprise software operations, regulatory disclosures, cloud services portfolio, ...
Evercore ISI predicts that this network may create almost $76 billion in annual GPU cloud revenue, considering that each ...
Oracle was at the center of all things artificial intelligence (AI) in 2025, and therefore at the center of the investing ...
A factual overview of Oracle Corporation within enterprise software, highlighting product structure, cloud services, ...
The world tried to kill Andy off but he had to stay alive to to talk about what happened with databases in 2025.
Oracle’s cloud and AI pivot drives revenue growth and a strong backlog, but high capex and debt pose risks. Read why I rate ...
'We see 2026 as the year that investors begin to shift their focus from hardware to software positions,' an HSBC analyst writes Oracle's vectorized database will prove to be a key advantage as the AI ...
Google Cloud’s lead engineer for databases discusses the challenges of integrating databases and LLMs, the tools needed to ...
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