Buffett’s largest holding is Apple, the iPhone maker based in Cupertino, California. While Berkshire has been famously dumping shares of the company since 2024, Apple still makes up 20.5% of Berkshire ...
Oracle doubles 2026 capital spending to $50B, but rising debt and AI reliance pose risks. Learn how these shifts could impact ...
With a Price to Book ratio of 18.42, which is 1.07x the industry average, Oracle might be considered overvalued in terms of ...
Oracle’s Azure-OCI interconnect and Database@Azure let OpenAI run Oracle databases and GPU compute seamlessly with Azure. I believe this is the main factor that motivated the $300B deal. RPO jumped ...
The latest version of the Oracle database comes with agent builders and MCP Server integration to help developers embed automation into their workflows. Oracle is doubling down its focus on agentic ...
I’ve been thinking a lot about shoshin lately, the Japanese word for “beginner’s mind.” I first wrote about it here, after learning the word from a guest on my podcast Fifty Words for Snow. My co-host ...
Oracle ORCL and Microsoft MSFT stand as titans in the cloud computing and AI landscape, each leveraging its legacy enterprise software foundations to capture the explosive growth in AI-driven cloud ...
Oracle’s technology is embedded in China’s surveillance state, powering repression in Xinjiang while raising questions about US national security, human rights, and corporate accountability. In the ...
If there's one thing the best running shoes for beginners shouldn't be, it's intimidating. That's because when you start running (or start to think about starting running), it can feel like stepping ...
Oracle has rolled out OpenAI’s GPT-5 in its databases and SaaS products, including Fusion Cloud Applications, NetSuite, and industry-specific tools like Oracle Health. The update is aimed at tying ...
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