I’ve seen my fair share of corporate reincarnations. But what Oracle (ORCL) has pulled off over the last 24 months isn’t just ...
Oracle (ORCL) is undervalued after a sharp sell-off, says KeyBanc, citing sum-of-the-parts upside from core apps/database and ...
Observe CEO Jeremy Burton talked with CRN about how Snowflake came to acquire his company and what is in store for observability at Snowflake going forward.
Michael Burry believes Oracle is making a strategic mistake driven by ego that could end badly for shareholders. The company ...
Oracle founder and CTO Larry Ellison has identified what he calls the critical limitation holding back AI models from Gemini ...
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 ...
Investor Dan Niles breaks down why 2026 could be messy for investors and shares exactly which stocks he’s betting on.
Oracle was at the center of all things artificial intelligence (AI) in 2025, and therefore at the center of the investing world.
In 2026, contextual memory will no longer be a novel technique; it will become table stakes for many operational agentic AI deployments. At the beginning of the modern generative AI era, purpose-built ...
Oracle’s cloud and AI pivot drives revenue growth and a strong backlog, but high capex and debt pose risks. Read why I rate ORCL stock a Hold now.