Fears over Oracle’s AI debt load and OpenAI concentration are overblown — and they mask a massive long-term opportunity, ...

Oracle faces continued downside risk as AI deal optimism fades and market sentiment shifts. Click here to read an analysis of ...

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 ...

According to Jeff Dean on Twitter, the public version of Google's AI performance hints is a sanitized edition, while employees have access to a more detailed internal version via go/performance-hints, ...

According to Jeff Dean (@JeffDean), he and Sanjay Ghemawat have published an external version of their internal Performance Hints document, which summarizes years of expertise in performance tuning ...

The Financial Times reported that Blue Owl Capital, a seasoned investor in Oracle’s ORCL data center projects, is backing off from the company’s latest $10 billion buildout in Michigan. Why it matters ...

Microsoft is setting about improving the PC gaming experience with renewed vigor. In a blog post published this week, the brand said it will spend the new year focusing on enhancing the features that ...

It turns out infinite growth might not actually be possible. On Friday, Bloomberg reported that Oracle will be delaying some of its data center projects for OpenAI for at least a year due to labor and ...

Internal code in iOS 26 has reportedly leaked Apple’s 2026 iPad roadmap. Folks at MacWorld cite code for a pre-release iOS 26 build, claiming that the new baseline iPad will carry the codenames “J581” ...

Oracle Corp. reported a significant increase in remaining performance obligations (RPO), up 438% in US dollar terms, in the latest financial results announcement. The surge highlights Oracle's rapid ...

Oracle's $300 bln OpenAI contract raises revenue exposure concerns Its credit default swaps hit record highs amid heavy borrowing Stock has erased all the gains from a 36% jump in September Dec 9 ...

Ford’s future product roadmap has gotten messy as the company has killed or delayed a number of upcoming models. Most of these have been fully electric as the automaker axed their three-row EVs and ...