Oracle Stock: Dip Or Trap?

This correction signals a major change in market perception. The focus has shifted from praising Oracle’s ambition to ...
Computer Weekly

How Oracle Red Bull Racing is driving Formula 1 into the future with cloud, AI and data

Access to Oracle Red Bull Racing’s garage in Abu Dhabi, the final race of the season, reveals how Monte Carlo simulations, ...
CIO

Salesforce’s Agentforce 360 gets an enterprise data backbone with Informatica’s metadata and lineage engine

Salesforce’s integration of Informatica into Data 360 aims to give AI agents the shared metadata, lineage, and real-time ...

Veeva Systems Inc. (VEEV): A Bull Case Theory

We came across a bullish thesis on Veeva Systems Inc. on Compound & Fire’s Substack by Compound & Fire. In this article, we ...

Smurfit Westrock Plc (SW): A Bull Case Theory

We came across a bullish thesis on Smurfit Westrock Plc on The Forward Ledger’s Substack by Rosen Nedev. In this article, we ...

Oracle's OpenAI reliance faces scrutiny as debt-fueled AI buildout raises worries

Months after Oracle's $400 billion-plus contract backlog ignited a stock-market frenzy, the enthusiasm has given way to ...

Oracle is the canary in the coal mine for Big Tech’s debt-fueled AI spending spree

Look at Oracle if you want to assess the sustainability of the AI investment boom: Its credit default swaps are emerging as a ...

Here's How Much Traders Expect Oracle Stock to Move After Earnings Wednesday

Oracle is scheduled to report earnings after the closing bell Wednesday, with traders expecting a big move in the tech giant's stock following the report.