Distinct from data governance, Bytebase introduces database governance that brings together database change management, database access control, and database compliance through one control plane for ...

I haven't bought too many AI stocks in my portfolio yet, except for a few data center REITs and one major chipmaker. But ...

Oracle shares recently dropped over 9% in two days, prompting investor concern despite its crucial AI infrastructure role and ...

Oracle Corp.’s ambitions to dominate the artificial intelligence buildout are running into a key hurdle: funding a spending ...

A massive disconnect has emerged between Oracle's stock price and its cloud momentum.

AI CapEx, OpenAI dependence, cash-flow pressure and valuation upside. Click for this ORCL update and see why I am bullish.

Oracle just shed a third of its value in a month while sitting on a backlog that one top Wall Street analyst calls the ...

In this article, I discuss the company's latest earnings, why investor sentiment has deteriorated, and why despite the ...

The downgrade comes as Oracle challenges state regulators’ decision to require companies with lower credit ratings to post millions in collateral for new data centers.

Microsoft (MSFT) self-funds AI expansion from $46.7B in operating cash, while Oracle (ORCL) torched $23.7B in free cash flow chasing 93% cloud infrastructure growth. Oracle's RPO exploded 363% to $638 ...

Oracle and IBM are both gaining market share in the cloud computing industry, but one of them appears to be the clear winner.

Oracle's ORCL database business notched its strongest growth signal yet in the fourth quarter of fiscal 2026, with the Oracle ...