The narrative around OpenAI has completely flipped, challenging Oracle's justification of borrowing money to fund artificial intelligence (AI) investments. But my prediction that Oracle would remain a ...

Cloud growth rates for Amazon, Microsoft, and Alphabet have reaccelerated in recent years, thanks to surging demand for AI. While each of the "Big Three" put up enviable growth in the calendar fourth ...

"CMS' programs are vital to the wellbeing of many Americans, a responsibility that demands uncompromising security, reliability, and fiscal stewardship," said Kim Lynch, executive vice president, ...

Oracle, a historic enterprise software powerhouse transitioning to cloud infrastructure, experienced a stock rally on substantial volume this Monday. The driving force behind this was a crucial ...

Recent years have seen a proliferation of specialized ML accelerators—proposed in both academia (e.g., Gemmini, FEATHER) and industry (e.g., Google TPU, Intel AMX)—that depart significantly from ...

Shares of Oracle were stuck in a downward spiral for months, but the tide may be finally turning for the software and cloud giant. Oracle’s stock has plunged roughly 50% from its September peak — ...

Oracle shares have been battered by OpenAI jitters and a broader software selloff, but one analyst argues the market has overcorrected With OpenAI potentially raising another $100 billion by the end ...

Tally Solutions, a business software solutions provider, has migrated its TallyPrime Cloud Access service to Oracle Cloud Infrastructure, a move aimed at improving system availability while lowering ...

Cybersecurity researchers have called attention to a "massive campaign" that has systematically targeted cloud native environments to set up malicious infrastructure for follow-on exploitation. The ...

China appears to be using a secret training platform to rehearse cyberattacks against the critical infrastructure of its closest neighbors, according to a cache of leaked technical documents reviewed ...

Tech's megacaps announced major increases in capex for 2026, with the four hyperscalers now expecting combined spending of close to $700 billion. Reaching those numbers is going to mean a big drop in ...

I maintain a Hold rating, emphasizing the need for Oracle to demonstrate consistent cash generation as its AI strategy matures. RPO surged and improved visibility, but increased concentration risk and ...