Munro Partners, an investment management firm, released its “Munro Global Growth Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the December quarter, the ...

Oracle recognized the AI land grab accelerating in real time: a market rocketing from $80–100 billion today to $350–650 ...

Oracle holds an impressive $523 billion backlog, and the management has raised its forecast for Oracle Cloud Infrastructure ...

Oracle Corporation's Q1 earnings report and Q2 guidance were mixed, leading to a 10% drop in share price, which seems justified. Despite slower market share growth, Oracle remains well-positioned in ...

Shares of Oracle (NYSE:ORCL) have been looking up in recent weeks, thanks in part to the TikTok deal as well as an exhaustion ...

After becoming one of the best-performing stocks in the sector, Oracle's share price is likely to remain under pressure in the short run. Sell-side analysts are extremely optimistic and this increases ...

Watch the Video How did Oracle go from market darling to market disappointment in just a few months? Lee and I agreed that the speed of the reversal surprised even seasoned investors. From AI royalty ...

Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Strategy” ...

Oracle Corp. reported a significant increase in remaining performance obligations (RPO), up 438% in US dollar terms, in the latest financial results announcement. The surge highlights Oracle's rapid ...

With Oracle Globally Distributed Exadata Database on Exascale Infrastructure, customers can run distributed workloads of all types, including agentic AI, analytics, and transactional while lowering ...

Oracle says its new Exadata database compute platform will run generative AI workloads faster for the same price as the old version. The new version of Oracle’s Exadata platform, X11M, is now ...