Oracle (ORCL) is rated 'Buy' due to a major valuation dislocation versus its $523B RPO backlog, despite recent CapEx-driven ...

Oracle reported a cloud revenue result that landed below expectations, leaving investors uneasy about how long its massive AI booking wave will take to turn ...

Investors are reassessing tech and consumer stocks as growth slows, China demand weakens and AI-driven valuations face rising ...

Look at Oracle if you want to assess the sustainability of the AI investment boom: Its credit default swaps are emerging as a way to 'hedge the entire debt cycle within AI' For a few brief weeks in ...

One downside of enterprise AI is that many systems still function as a black box — they produce results but offer little visibility into how they reached them. NetSuite is designing its systems around ...

Larry Ellison's towering stake in Oracle has always made his personal wealth a leveraged bet on a single stock. After a sharp ...

Oracle (NYSE:ORCL) shares slipped 14% on Thursday morning trade after the IT giant reported mixed fiscal second-quarter results. The company posted adjusted earnings of $2.26 per share on revenue of ...

Amazon Q Developer is a useful AI-powered coding assistant with chat, CLI, Model Context Protocol and agent support, and AWS ...

Oracle's latest earnings report was supposed to showcase how aggressively the company has pivoted to artificial intelligence, ...

Oracle leadership will likely field plenty of questions on not just AI, data center revenue, but also on the quality of that ...

We came across a bullish thesis on Fabrinet on Make Money, Make Time’s Substack by Oliver | MMMT Wealth. In this article, we ...

We came across a bullish thesis on Viavi Solutions Inc. on Make Money, Make Time’s Substack by Oliver | MMMT Wealth.