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Blue Owl Capital's decision to step away from financing an Oracle-backed (NYSE: ORCL) AI data center has become a fresh ...

Oracle (ORCL) is rated 'Buy' due to a major valuation dislocation versus its $523B RPO backlog, despite recent CapEx-driven ...

Ranjith Rajasekharan shares his vision for the future of Oracle Cloud DBAs, highlighting how AI-driven automation is ...

Oracle’s stock’s peak price was largely driven by the remaining performance obligations from Q1, which increased further to $523 billion in Q2. The problem is that the Q2 report says short-term ...

What really sets Pavan apart is how he blends deep Oracle Financials expertise with a sharp eye for AI-driven process design. He’s not just talking about automation; he’s building and deploying Oracle ...

A veteran San Francisco developer is planning a 33-story condo tower near Oracle Park, signaling cautious movement in a frozen housing pipeline.

If 2024 was the year of higher for longer, 2025 will be remembered as the year of the Debasement Trade. It was a year where ...

Uncertainty is expected to continue being a recurring theme in the AI trade. Jackson Square Capital managing partner Andrew ...

As enthusiasm for AI matures, markets seem increasingly willing to distinguish between growth stories supported by budget ...

DOE signed agreements with 24 organizations to support the Genesis Mission, White House's initiative to promote AI use in ...

This unprecedented infrastructure spending spree signals massive opportunity or dangerous overreach in an overheated AI market.