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

MSFT's Dynamics 365 revenues jump 21% in Q1 FY26, fueled by AI Copilot adoption and enterprise demand, making business apps a ...

Artisan Partners, an investment management company, released its “Artisan Value Fund” third-quarter 2025 investor letter. A ...

If you don’t buy the AI bubble fears and think the increased skepticism over some of the names powering the technology, it ...

With a new year swiftly coming, Steve Miranda, Executive Vice President, Applications Development at Oracle, recently joined the CRM Playaz to discuss what the year ahead has in store in the ...

Evercore is optimistic about enterprise software stocks heading into 2026. In a new investment note, the firm named Microsoft ...