OCI has been Oracle's primary growth engine over the past year. In fiscal 2026 (which ended on May 31), its cloud ...
Oracle Cloud Infrastructure's market share is projected to rise through 2028, fueled by AI data center buildouts and ...
Attackers chained SQL injection with Oracle’s embedded Java capabilities to hide a custom post-exploitation toolkit inside ...
Despite heavy capex, negative free cash flow, and rising leverage, I see the current 16x multiple as unjustified given 18% ...
Consultants say the functionality looks strong and it should be effective, but at the possible price of trading one vendor ...
I keep buying Advanced Micro Devices (NASDAQ:AMD) because agentic AI is rewiring what an AI server needs, and the market still prices AMD like it only sells GPUs. It sells the CPU that runs tool calls ...
Oracle will supply on-premises software to the U.S. Department of Defense over 10 years in a contract worth up to $7 billion. The company's software is common inside large companies, but the business ...
Anthropic will buy up to two gigawatts of AMD's latest-generation Instinct MI450 chips, starting in the first half of 2027, the companies said. AMD's investment in Anthropic will be tied to achieving ...
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