Oracle (ORCL) is undervalued after a sharp sell-off, says KeyBanc, citing sum-of-the-parts upside from core apps/database and ...
‘The Stars Aligned’: Observe CEO Spills The Tea On Snowflake’s Deal To Buy The Observability Company
Observe CEO Jeremy Burton talked with CRN about how Snowflake came to acquire his company and what is in store for observability at Snowflake going forward.
Michael Burry owns put options on ORCL and shorted shares, criticizing cloud expansion strategy and $95 billion debt load.
Lebanon’s Oracle deal promises digital reform but risks deepening dependency and exposure in a weakened state still at war ...
The world tried to kill Andy off but he had to stay alive to to talk about what happened with databases in 2025.
Google Cloud’s lead engineer for databases discusses the challenges of integrating databases and LLMs, the tools needed to ...
As for the AI bubble, it is coming up for conversation because it is now having a material effect on the economy at large.
Objective overview of Oracle Corporation enterprise software operations, regulatory disclosures, cloud services portfolio, ...
In 2026, contextual memory will no longer be a novel technique; it will become table stakes for many operational agentic AI ...
A factual overview of Oracle Corporation within enterprise software, highlighting product structure, cloud services, institutional participation, and its placement within the Russell 1000 index ...
Oracle's debt is on the rise. Free cash flow is very much in the red. Oracle's leverage makes it a high-risk, high-potential-reward opportunity in AI. The tech giant reported an impressive 54% ...
View post: Fast food chicken chain nearly gone after 1,000 stores close Oracle shares dropped after earnings missed revenue expectations. The company denied reports of OpenAI data center delays.
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