FPA Source Capital examines Microsoft's high valuation and the growth required to justify its 30x multiple. Read the full analysis for more details.

Enterprises worldwide are struggling to move AI projects from controlled pilots into production environments, a gap that has ...

Oracle India has been registering double-digit growth in revenue in India for a few years now. For FY25 the company's revenues grew 12 per cent to Rs 23,003 crore, according to the data from Tracxn.

The cost of allowing data's value to decay, even briefly, is real. Revenue opportunities are missed, marketing spend is ...

The Database Management System (DBMS) market is primarily driven by the rapid growth of data generated across enterprises, ...

Oracle is the sole proprietor of MySQL, but its community has critiqued its governance. Without improvements, the DBMS risks irrelevance.

Commit drought and governance gripes push Big Red to reset Oracle has promised a "decisive new approach" to MySQL, the popular open source database it owns, following growing criticism of its approach ...

The hyperscalers were quick to support AI agents and the Model Context Protocol. Use these official MCP servers from the major cloud providers to automate your cloud operations.

The narrative around OpenAI has completely flipped, challenging Oracle's justification of borrowing money to fund artificial ...

Oracle (ORCL) shares climbed after the company secured an $88 million Air Force contract for "Top Secret" cloud operations ...

Oracle and Microsoft are both projected to increase sales rapidly over the next two years, while their stocks are trading at attractive valuations following pullbacks. The recent pressure on the ...