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 is confirmed as a Buy, despite a post-earnings sell-off and near-term volatility. ORCL's cloud segment surged 34% YoY, now its primary growth engine, while legacy software declined 3%. Massive ...
From the start of the year to its peak, Oracle’s share price climbed from around $120 to over $300, delivering close to 200% ...
The world tried to kill Andy off but he had to stay alive to to talk about what happened with databases in 2025.
Meanwhile, the model layer keeps whiplashing. First, everyone used ChatGPT. Then Gemini was catching up. Now, it seems Claude ...
If you can't trust your AI agents, they're a liability, not an asset. Give them small tasks they can execute perfectly, adopt ...
Transcript: Caroline WoodsJoining me now, Dan Niles, Founder and Portfolio Manager at Niles Investment Management. Dan, ...
Software stocks have split into two camps in 2026. The winners are printing money with expanding margins and accelerating growth. The losers are treading water despite solid execution. What separates ...
As for the AI bubble, it is coming up for conversation because it is now having a material effect on the economy at large.
If your main complaint with LibreOffice is that it looks like it's from 2005, then ONLYOFFICE is for you. The desktop editors ...
IPO and data centers in space, some investors may be looking for ways to play the new space race. Speaking with Yahoo Finance ...
AWS, Cisco, CoreWeave, Nutanix and more make the inference case as hyperscalers, neoclouds, open clouds, and storage go ...
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