An open letter signed by architects, DBAs, and engineers argues that closed development, missing AI‑era features, and ...
We came across a bullish thesis on Western Digital Corporation on r/AIPortfolios by manojs. In this article, we will ...
We came across a bullish thesis on VICI Properties Inc. on Compounding Dividends’s Substack. In this article, we will ...
Is cloud construction software really cheaper? Discover a detailed 5-year cost breakdown comparing subscription pricing, hidden fees, and total cost of ownership vs on-premise solutions.
Hacktivist leak exposes Microsoft, Oracle, and major tech brands as ICE contractors, revealing $70M+ in surveillance deals ...
Oracle (ORCL) just made a bold move that’s sending mixed signals to investors. The software giant announced a $20 billion equity distribution agreement, effectively allowing itself the flexibility to ...
The Oracle Database@AWS is now available in Amazon Web Services' (AWS) CA-Center-1 region in Canada, and AP-Southeast-2 in Sydney, Australia. Oracle Database@AWS enables customers to migrate Oracle ...
Oracle faces massive job cuts, potentially 20,000-30,000, to fund its costly $300 billion OpenAI partnership. The tech giant has already spent $58 billion on data centers and is struggling with rising ...
Investors are losing patience with Oracle’s borderline reckless artificial intelligence (AI) spending. Netflix's Warner Bros. acquisition marks a noticeable step change in its margins and capital ...
Oracle announced plans to raise US$45-50 billion in 2026 to expand its cloud infrastructure, aiming to meet demand from major customers including OpenAI, AMD, Meta, Nvidia, TikTok, and xAI. However, ...
The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly. Top 5 Upgrades: ...