It may be too soon to discern who will be the winners and losers from this latest instance of how AI will change the world. But it is not too early to monitor the impact on your portfolio.

Goldman Sachs Group Inc. has rolled out a new custom basket aimed at navigating the growing upheaval in software stocks, betting on companies perceived to be better insulated from artificial ...

In August, I predicted that Netflix (NASDAQ: NFLX) and Oracle (NYSE: ORCL) would reach at least $1 trillion in market capitalization by 2030. But Netflix is down 38.6% from its 52 ...

Amid the massive crash in tech stocks, the combined market capitalisation of the top five domestic IT companies has declined ...

On February 13, President of the Republic of Azerbaijan Ilham Aliyev met with Mike Sicilia, CEO of the US corporation Oracle, one of the largest ...

Oracle experienced a dramatic 60% drawdown after reaching a 52-week high, highlighting volatility in its AI-driven data center strategy. Read why ORCL is a Hold.

Quick Read Burry’s $912M Palantir put position is up 35% since Q3 2025 entry. Oracle stock fell 51% from its Q3 2025 peak, ...

Oracle reported strong results for the second quarter of fiscal 2026 (ending November 2025) in December of 2025.

Wall Street's panic over artificial intelligence replacing enterprise software is misguided, according to HSBC's latest research report. The investment bank argues 2026 marks a crucial shift from AI ...

The Nifty IT Index plunged 5.5% in the previous session, led by sharp declines in Coforge, Tech Mahindra, Oracle Financial Services Software and Infosys. The index has fallen nearly 7% over the past ...

Rose Wednesday after winning $88M Air Force cloud contract through 2028 as shares recover from recent revenue growth concerns.

The AI bubble burst Phase Two is currently unfolding; it's the AI disruption scare trade. The Phase Three will be when the AI adoption causes an increase in the unemployment rate and a recession - we ...