U.S. software company Oracle Corporation on Tuesday reported strong financial results for the third quarter of fiscal year 2026, driven by rapid growth in cloud services and rising demand for ...
This Q3 was the first quarter in over 15 years where organic total revenue and non-GAAP earnings per share both grew at 20% or more in USD. Cloud revenue was at the high end of our guidance, total ...
Investors’ fears that AI could dampen spending on traditional business applications have wreaked havoc on the shares of companies like Salesforce, ServiceNow and Workday. But Oracle executives this ...
Oracle co-CEO Mike Sicilia and Chief Technology Officer and co-founder Larry Ellison dismissed concerns around a “SaaSpocalypse” of more traditional enterprise software-as-a-service vendors getting ...
The global data center market is expanding rapidly, expected to be valued at around US$347.3 billion in 2026 and projected to reach US$801.5 billion by 2033, growing at a CAGR of 12.7% during the ...
The recent NetSuite SuiteConnect event in New York City built on themes from its late 2025 user conference, SuiteWorld, and featured their new AI capabilities.
Amazon.com, Inc. trades at a forward PE of 27.5, with Wall Street's $280 price target implying 33% upside from current levels. Read more on AMZN stock here.
The global data center market is expanding rapidly, expected to be valued at around US$347.3 billion in 2026 and projected to reach US$801.5 billion by ...
Long-time readers of mine know that my favorite fundamental stories are “pick and shovel” investments. For instance, during the gold rush, the businesses that sold the picks, shovels, and denim jeans ...
Oracle is behind the AI demand curve, but this could spell accelerating growth and significant upside for investors.
The cloud and AI specialist beat expectations and increased its guidance for next fiscal year.
Workday (WDAY) trades at half its historical multiple despite strong retention, free cash flow and AI monetization—see why the selloff may be overdone.
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