Overview AI infrastructure spending is quietly reshaping Big Tech balance sheets and risk profiles.Oracle and Apple stand out as carrying higher debt relative t ...
While overall ransomware attack numbers remained steady, higher education institutions drove a sharp rise in exposed records, fueled in part by third-party software vulnerabilities.
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 ...
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 ...
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Here’s how Michael Burry’s shorts are doing so far in 2026
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.
Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for the fourth quarter of 2025. A copy of the letter can be downloaded here.
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