Oracle Database 26ai embeds AI capabilities directly into production databases, enabling enterprises to deploy AI securely ...

Users happy with 19c as experts question AI lock-in Last week, Oracle announced the general availability of Oracle AI ...

Oracle is ramping up its AI ambitions. But Morgan Stanley’s analyst just slashed its price target, warning heavy infrastructure spending could pressure earnings and cap near-term growth.

Oracle Corporation Japan () has held its Q2 earnings call. Read on for the main highlights of the call. Claim 70% Off TipRanks Premium. Unlock hedge fund-level data and powerful i ...

Hardman Johnston Global Advisors, an investment management company, released its “Hardman Johnston Global Equity Strategy” investor letter for the fourth quarter of 2025. A copy of the letter can be ...

We came across a bullish thesis on Pony AI Inc. on Bullseye Picks’s Substack by Bullseye Investing. In this article, we will ...

Etleap, a provider of cloud-native data pipeline software, is launching the Iceberg pipeline platform, a new kind of pipeline system designed specifically for Apache Iceberg. Druva, a leading provider ...

Rein Security, a trusted application security company for leading enterprises, is launching from stealth to address critical blind spots in application and AI security. Commvault, a leader in unified ...

Among our top contributors in Q4 were Argenx, Lam Research and Insmed. Among our biggest detractors in Q4 were Oracle, ...

We overlay our investment process with broad knowledge of the global economy. We overlay the security selection and capital ...

This week - software earnings look pretty strong, but not strong enough - back to the AI versus software debate. Moltbook and ...

Learn everything you need to know about two of the leading cloud-based infrastructure as a service providers, including how ...