On Friday, Aaron and Kevin’s article about Salesforce calling out the ingrained limitations of large language models struck a ...

Oracle (ORCL) has experienced setbacks in the past. Its stock has dropped over 30% twice within a period of less than two ...

The University of Phoenix has admitted that millions of individuals are affected by an Oracle EBS data breach.

Three U.S. senators have penned a letter to the U.S. Department of Veterans Affairs expressing apprehensions over the resumption of the agency’s EHR rollout in 2026. The project has been on hold amid ...

Oracle has become the market's favorite stress test for artificial intelligence exuberance, a company whose every earnings ...

The markets are growing concerned with the IT company's ability to finance data center build-outs and its partnership with ...

We see ample demand for AI-related data centers, but have lowered our fair value estimate and raised our Uncertainty Rating ...

AI initiatives don’t stall because models aren’t good enough, but because data architecture lags the requirements of agentic systems.

Oracle Corp. said final negotiations on an equity deal for a data center project in Michigan are “on schedule” and doesn’t ...

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

Oracle (ORCL) is well-positioned to benefit from AI adoption by leveraging its integrated infrastructure, database, and ...