Oracle (NYSE:ORCL) at $175 looks compelling on the data. The stock has been pulled into the broader software compression trade even as its Q4 report revealed a $638 billion AI backlog that locks in ...

ORCL sits 49% below its 52-week high at $175 while a $638 billion AI backlog, up 363% year over year, locks in years of forward revenue. Bears flag negative $24 billion in free cash flow and a planned ...

Atombeam, an AI technology company that enables organizations to exponentially increase the available bandwidth of their existing infrastructure with software alone, today announced the successful ...

Beijing's potential restrictions on foreign access to Chinese AI models could disrupt oracle networks, raise crypto ...

Oracle stock just posted its worst weekly drop since the 2001 dot-com bust. Here is what the financials say about the debt risk and AI bet behind the selloff.

Beamr partners with Intempora, a dSPACE company, bringing its compression to the RTMaps middleware - the autonomous-driving development platform ...

TeraWulf gets a Sell as valuation looks rich and AI datacenter competition rises. Click for more on WULF stock.

AI is driving a full-stack infrastructure boom, reshaping energy, chips, cloud, and software—creating broad, distributed ...

Today's AI hyperscalers resemble 1999’s tech giants, not fragile dotcom startups, and risk severe multiple compression. Read ...

Wall Street enters the second-quarter earnings season with expectations near record highs, leaving companies with little room ...

Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Strategy” ...