Oracle was at the center of all things artificial intelligence (AI) in 2025, and therefore at the center of the investing ...
Oracle and Palantir took center stage this year as the artificial intelligence sector continued to dominate the conversation.
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 now plans to spend $50 billion worth of capital in fiscal 2026, which is 2x higher than the previous $25 billion guidance released in June 2025. Assuming operating cash flows of $25 billion in ...
The world tried to kill Andy off but he had to stay alive to to talk about what happened with databases in 2025.
In 2026, contextual memory will no longer be a novel technique; it will become table stakes for many operational agentic AI ...
Hospitals and health systems are entering a period of rapid acceleration in AI. Clinical leaders are reporting tangible gains, from automated note-taking to clearer visibility into patient histories, ...
Google Cloud’s lead engineer for databases discusses the challenges of integrating databases and LLMs, the tools needed to ...
After being laid off by Oracle, Clair Todd has spent about two years job hunting, reselling antiques, and rethinking her pivot to the tech industry.
If you can't trust your AI agents, they're a liability, not an asset. Give them small tasks they can execute perfectly, adopt ...
Federal Reserve Chairman Jerome Powell’s answer to a crucial question on interest rates stoked big gains for stocks on Wednesday, but bigger concerns over a query put to executives at Oracle looked ...
Today, Nvidia’s revenues are dominated by hardware sales. But when the AI bubble inevitably pops, the GPU giant will become ...