The software rout that kicked off last week turned into a goldmine for short sellers who've been betting against tech's ...

BNP Paribas weighs in on Oracle & Adobe after the enterprise software sell-off, covering Adobe’s AI monetization outlook and Oracle’s financing ...

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

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 ...