Hyperscaler capex has ballooned to nearly $700 billion, up from roughly $400 billion just three months earlier, according to ...

William Blair adds Oracle, ServiceTitan, Everpure and Dynatrace to its Conviction List—AI cloud buildout, durable growth and ...

Oracle (NYSE:ORCL) just posted one of the strongest cloud quarters in software history. Infrastructure revenue grew 93% year ...

Oracle launched new AI driven Fusion Agentic Applications for autonomous supply chain management, targeting logistics, ...

Oracle's stock fell 19% this week, the steepest drop since August 2001, the depths of the dot-com bust. The company's capital ...

Wall Street just wrapped a strong start for the year. Now, analysts are looking at these stocks to pick up during the second half.

The software sector is enjoying a rebound and Wall Street analysts have rarely been as bullish on Oracle as they are now.

Oracle (NYSE:ORCL) secured a US$395.8 million contract with the U.S. Office of Personnel Management to provide an AI-powered HR cloud platform. The deal will support consolidation of HR systems for ...

The Number Three companies. One buildout. $750 billion is the round-number scale the market now attaches to the AI ...

The US government runs the risk of regulatory capture if it accepts the "gift" of a 5% stake in OpenAI. Read more at ...

CoreWeave (NASDAQ:CRWV) stock is down 13% to $86.72 in early trading Wednesday, extending a stretch of heavy volatility for ...

The biggest question now is which workflow will help you get something into production fast, not which cloud provider to use.