Oracle (ORCL) investors likely didn’t have a happy Thanksgiving, given the falling stock price. Shares are down more than 26% ...

The CRN 2025 Products of the Year awards honor the leading partner-friendly IT products as selected by the solution providers ...

This optimism around the growth potential of AI leaves Reitzes concluding that Nvidia continues to be undervalued. “Revenue ...

Sands Capital, an investment management company, released its Q3 2025 investor letter for the “Sands Capital Technology Innovators Fund.” A copy of the letter can be downloaded here.

Over the last 60 years, Warren Buffett has built Berkshire Hathaway into one of the most successful investment firms in ...

Already, Oracle's free cash flow, defined as operating cash flow minus capital expenditures, has plunged into negative ...

As Silicon Valley’s AI rivalry intensifies, the alliances built around Sam Altman are beginning to look dangerously fragile as investors question their worth. With SoftBank selling its most liquid ...

We are evolving into systems of intent and outcome where the back end will be able to derive the intent of the users and get ...

The race to dominate artificial intelligence infrastructure is pushing Oracle into unprecedented financial territory. The ...

Deutsche Bank stands firmly bullish, maintaining its Buy rating with a $375 target, arguing that the market is giving Oracle “little if any credit” for its OpenAI business at current levels around ...

A gauge of risk on Oracle Corp.’s debt reached a three-year high in November, and things are only going to get worse in 2026 ...

Claims that AI growth is merely a bubble ignore the broader picture. Revenues are real, cash flow is strong, and global ...