I’ve seen my fair share of corporate reincarnations. But what Oracle (ORCL) has pulled off over the last 24 months isn’t just ...
Years after cofounder Larry Ellison declared Nashville its world headquarters, Oracle has added only a handful of workers.
Oracle recognized the AI land grab accelerating in real time: a market rocketing from $80–100 billion today to $350–650 ...
Oracle (ORCL) faces skepticism as cloud/AI capex outpaces cash flow and debt rises amid slow growth. Click here to read my ...
Despite increasing capacity, reaccelerating cloud growth and deal announcements with OpenAI, Amazon hasn't been able to fully ...