Unlock the full InfoQ experience by logging in! Stay updated with your favorite authors and topics, engage with content, and download exclusive resources. Vivek Yadav, an engineering manager from ...

This article first appeared on GuruFocus. Evercore on Monday highlighted Microsoft (NASDAQ:MSFT), Salesforce (NYSE:CRM) and Oracle (NYSE:ORCL) as its top enterprise software picks for 2026, citing ...

SALINE TWP., MI — Reports have surfaced that funding for a controversial hyperscale data center project in a rural Michigan community near Ann Arbor is up in the air. But a Big Tech giant and its ...

Oracle is investing heavily in artificial intelligence, and it may be taking on too much risk in the process. Its top-line results fell short of expectations in its most recent quarter. The company ...

Oracle is confirmed as a Buy, despite a post-earnings sell-off and near-term volatility. ORCL's cloud segment surged 34% YoY, now its primary growth engine, while legacy software declined 3%. Massive ...

When historians look back on the artificial intelligence (AI) boom of the mid-2020s, one of the things that may well stand out is the sheer amount of cash companies are lashing into the space. OpenAI, ...

Here’s what could be next for Oracle stock. Oracle shares dropped after earnings missed revenue expectations. The company denied reports of OpenAI data center delays. Analysts remain optimistic on ...

JPMorgan: Second-quarter financial results from Oracle showed the company is a key beneficiary of AI infrastructure demand, Murphy wrote. "The company again posts a material step-up in RPO, highlights ...

Kara Greenberg is a senior news editor for Investopedia, where she does work writing, editing, and assigning daily markets and investing news. Prior to joining Investopedia, Kara was a researcher and ...

As Oracle pours billions into AI data centers, enterprises may face rising costs — but Oracle too is in a tight spot, which gives CIOs leverage in negotiations. Oracle’s aggressive AI-driven data ...

Oracle’s cloud RPO hit $455B last quarter, up 359% year over year. The company expects FY26 CapEx of $35B to build GPU clusters for AI infrastructure. Multi-cloud database revenue grew 1,529% as ...