ORCL's AI data center push is driving 14% revenue growth and a record backlog, but $50 billion in capex and negative cash ...

Michael Burry, the investor who famously bet against the US housing market during the 2008 financial crisis, has turned ...

The world tried to kill Andy off but he had to stay alive to to talk about what happened with databases in 2025.

Google Cloud’s lead engineer for databases discusses the challenges of integrating databases and LLMs, the tools needed to ...

Oracle's new AI-powered support portal is frustrating customers and support engineers who are struggling to find the basics, such as old tickets, links to database patch programs and release schedules ...

Objective overview of Oracle Corporation enterprise software operations, regulatory disclosures, cloud services portfolio, ...

A factual overview of Oracle Corporation within enterprise software, highlighting product structure, cloud services, ...

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 was at the center of all things artificial intelligence (AI) in 2025, and therefore at the center of the investing ...

From the start of the year to its peak, Oracle’s share price climbed from around $120 to over $300, delivering close to 200% ...

AI investment is reshaping software stocks as scale, data and execution drive long-term growth, says RBC Capital Markets’ ...