ORCL's AI data center push is driving 14% revenue growth and a record backlog, but $50 billion in capex and negative cash ...

Deutsche Bank named the two tech giants top stock picks for 2026 thanks to their massive AI infrastructure footprints and ...

Oracle (ORCL) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

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Oracle was at the center of all things artificial intelligence (AI) in 2025, and therefore at the center of the investing ...

Oracle’s cloud and AI pivot drives revenue growth and a strong backlog, but high capex and debt pose risks. Read why I rate ...

Leaders from major technology companies said their clients are asking for more specific agentic AI solutions, and cloud ...

Where are the gaps in AI governance, Anthropic seeks its third big funding round in a year, humanoid robot hype in 2026.

Learn how the Oracle breach amplifies your risk from rogue cloud tenants plus how Grip helps organizations detect exposure and respond fast to mitigate risks.

Nvidia unveiled the Vera Rubin AI computing platform at CES 2026, claiming up to 10x lower inference token costs and faster ...

AI, cloud, and communications infrastructure was once again a focal point of the investment markets in 2025. Google, Cisco, ...

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