Michael Burry owns put options on ORCL and shorted shares, criticizing cloud expansion strategy and $95 billion debt load.

Oracle Corporation (NYSE:ORCL) is one of the stocks Jim Cramer shared his takes on. A caller asked what was wrong with the ...

Michael Burry bets against Oracle as debt nears $100B, FCF turns -$13B and a $6.6B liquidity gap looms—see ORCL stock's risks and cloud upside here.

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

Each entry on Epoch AI's map links satellite imagery with construction data and public permits. Zooming in on New Albany, ...

Cisco’s long-simmering integration work with Pure Storage and Nutanix hit a commercial milestone, with the trio now ...

When momentum is usually lost and crypto markets shift direction. Bitcoin has reversed the recent peaks. Ether has failed to ...

Bristlemoon Capital, a global equities firm, released its “Bristlemoon Global Fund” fourth-quarter 2025 investor letter. A ...

Earnings are arguably the most important single number on a company's quarterly financial report. Wall Street clearly dives into all of the other metrics and management's input, but the EPS figure ...

Every quantum leap in infrastructure intelligence starts with the realization that tomorrow’s systems must anticipate needs ...

Artificial intelligence continued to have a big impact of information management in 2025. Also selected are case studies and CDO interviews that show the enduring value of good data management.

AWS, Cisco, CoreWeave, Nutanix and more make the inference case as hyperscalers, neoclouds, open clouds, and storage go ...