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

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

The world tried to kill Andy off but he had to stay alive to to talk about what happened with databases in 2025.

In 2026, contextual memory will no longer be a novel technique; it will become table stakes for many operational agentic AI ...

Kioxia America, Inc. is introducing BG7 Series solid state drives (SSDs)—the first client solution to feature Kioxia Corporation's latest BiCS FLASH generation 8 3D flash memory with innovative CBA ...

Artificial intelligence (AI) demand remains red-hot heading into 2026. The global AI market is projected to reach over $1.7 ...

As for the AI bubble, it is coming up for conversation because it is now having a material effect on the economy at large.

SoftBank Group has agreed to acquire DigitalBridge, a US-based investor in data centres and telecoms infrastructure, for ...

Today, Nvidia’s revenues are dominated by hardware sales. But when the AI bubble inevitably pops, the GPU giant will become ...

Transcript: Caroline WoodsJoining me now, Dan Niles, Founder and Portfolio Manager at Niles Investment Management. Dan, ...

“There’s nothing like it,” said Mr. White. “Chattanooga will be in the global spotlight for technology and entertainment like ...

Lebanon’s Oracle deal promises digital reform but risks deepening dependency and exposure in a weakened state still at war ...