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

Oracle's new AI-powered support portal is frustrating customers and support engineers who are struggling to find the basics, ...

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

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 ...

Micron Earnings Impress Wall Street, Trump’s prediction of an economic boom may be wrong, more news to start your day.

OpenAI has a problem and, unfortunately for it, that problem is also how it makes most of its money: ChatGPT.In this story ...

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 ...