The AI arms race is heating up, and its effects are starting to show up where investors actually care – on the Big Tech balance sheets. According to UBS, global AI capex is now expected to hit $423 ...
Oracle’s stock fell more than 12% on Thursday on growing fears about the software giant’s massive AI spending — shaving more than $30 billion off co-founder Larry Ellison’s fortune. The Texas-based ...
With Oracle stock decreasing 10% in a week, it’s prudent to reassess it in relation to its competitors. The recent sell-off comes amid concerns about the margins for the company’s cloud computing ...
In my just-released Oracle AI World podcast review with Brian Sommer, we discuss how Oracle is ahead of its customers on agentic AI. Perhaps this is due to Oracle's execution across the stack - but ...
New AI Agent Marketplace empowers customers to seamlessly deploy partner-built AI agents within Oracle Fusion Cloud Applications to simplify workflows and maximize productivity "The age of intelligent ...
Microsoft and Oracle both hold key contracts with OpenAI and other generative AI developers. Cash flow could be a key factor in the race to build out capacity. One has a much more attractive valuation ...
Oracle is trading at bubble-like valuations reminiscent of the 2000 Dotcom peak, with earnings and FCF yields near all-time lows. Technical indicators show Oracle is extremely overbought, while weekly ...
The MarketWatch News Department was not involved in the creation of this content. Terillium announced the launch of its Oracle Fusion Data Intelligence (FDI) Fast Track program. Terillium's FDI Fast ...
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