A fundamental tension is reshaping enterprise software investment, with veteran investors and AI evangelists offering starkly ...

ORCL's AI data center push is driving 14% revenue growth and a record backlog, but $50 billion in capex and negative cash ...

Oracle founder Larry Ellison argues that today’s leading AI models from Google, OpenAI and Meta are becoming commoditised ...

Oracle announced that the UK Ministry of Defence (MoD) has signed a new cloud agreement for Oracle Cloud Infrastructure (OCI). The agreement follows five ...

Oracle’s cloud and AI pivot drives revenue growth and a strong backlog, but high capex and debt pose risks. Read why I rate ORCL stock a Hold now.

After a detailed analysis of Oracle, the following trends become apparent: A Price to Earnings ratio of 36.08 significantly below the industry average by 0.64x suggests undervaluation. This can make ...

By the end of this decade, the most successful enterprises will be the ones that see AI and cloud as critical infrastructure, ...

Open Text is a Canadian tech stock that is down 40% from all-time highs and offers a dividend yield of 3.5%. The post 1 ...

Kara Sprague, CEO of HackerOne, is a veteran technology executive with more than two decades of experience spanning product ...

This year, enterprise communications professionals will be figuring out how to augment the human workforce while also ...