Oracle 股价在不确定的氛围中下滑进入财报季。今年以来股价大约下跌 23%，目前交易于 140 多美元高位附近，投资者要求管理层证明数十亿美元的 AI 数据中心支出是立即转化为收入，而不是几年之后才见效。分析师下调目标价，媒体报道称进行了不寻常的一轮裁员并实施招聘冻结以控制成本，至少有一家大型机构已减持。Oracle 的财年第三季度报告正好落入这种紧张局面：一方面 AI ...

Sell Braze (BRZE): high operating losses, heavy stock-based comp & dilution, and moderate GenAI disruption risk.

The global AIoT market is projected to grow from USD 25.44 billion in 2025 to USD 81.04 billion by 2030, driven by the integration of AI and IoT, enhancing real-time analytics. Key growth factors ...

U.S. Healthcare Predictive Analytics Market was valued at USD 8.43 billion in 2025 and is expected to reach USD 57.64 billion by 2035, growing at a CAGR of 21.24% Due to Widespread EHR Adoption across ...

Abstract: In today's data-driven world, effective environmental management relies heavily on advanced analytics tools. This paper explores the application of Oracle Analytics Cloud for in-depth ...

A group of Montgomery County residents and property owners has filed a lawsuit to stop the construction of a data center. Preserve Montgomery County, LLC, is suing two parties, Montgomery County and ...

Feb 12 (Reuters) - Nebius Group reported a sharp rise in quarterly capital spending on Thursday, driven by purchases of artificial intelligence processors and growing data center investments, as the ...

Enterprises still struggle to align governance, analytics, and AI despite years of data investment — that’s because what they really need is a structural reset of the data core itself that would unify ...