Oracle (ORCL) down 22% YTD to $151.56 despite $523B in Remaining Performance Obligations up 438% and multicloud database up 817%. Nvidia (NVDA) data center revenue $62.31B up 75%, Broadcom (AVGO) AI ...

Oracle is increasingly well positioned to benefit from AI through its infrastructure software segment and by embedding AI into its applications. Oracle’s leverage adds risk to the investment thesis.

“Data is the lifeblood of any business, and the cloud is the best way to analyze it so that insights become actionable,” said Magesh Bagavathi, Senior Vice President and Global Chief Technology ...

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Iran has listed a number of major U.S. tech companies as potential targets as it expands its attacks across the Middle East in retaliation for the ongoing U.S. and Israeli attacks on its military and ...