Corvex Management’s Q4 13F reveals key portfolio shifts—exits from CCL, DLTR, HSII, MDU and increased stakes in VSTS, ORCL, DIS, IAC.

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.

We maintain our $277 fair value estimate for wide-moat Oracle, as strong demand for generative artificial intelligence ...

Oracle’s SaaS growth in India was in double digits year-on-year (YoY), with healthcare growing by more than 200 per cent and high tech by more than 100 per cent ...

Blackstone (BX) is weighing a larger role in financing Oracle's (ORCL) Michigan data center, including a possible debt investment, according to a media report on Wednesday. “Bank of America is leading ...

WASHINGTON, Jan 27 (Reuters) - Oracle (ORCL.N), opens new tab on Tuesday said issues faced by U.S. users of social media app TikTok are the result of a temporary weather-related power outage at an ...

Oracle Corp. predicted that a massive data center it’s developing for OpenAI in New Mexico will create more jobs than previously announced, another example of tech companies trying promote positive ...

mother-oracle is a central repository containing pure Oracle philosophy — the 5 principles, curated learnings, and identity-free wisdom that any Oracle can learn from. Mirror reality. Don't decide for ...

The projected demand for electricity to power new data centers driven by the growth in AI applications greatly outpaces current electricity grid capacities. Global data center capacity is projected to ...

Abstract: Azure SQL DB offers disaggregated storage architecture called Hyperscale. While this architecture provides storage scale out, it comes at the cost of performance of I/O from remote storage.