The fund increased its Oracle position to 10.0% of 13F assets under management. Top holdings after the filing: NASDAQ:MSFT: $114.08 million (47.8% of AUM) NASDAQ:AAPL: $31.20 million (13.1% of AUM) ...
The company's relationship with OpenAI looked rosier at the end of the month.
Oracle's stock price is up 50% over the past 12 months, and it seems set for more upside going forward, given the impressive pace at which the demand for its cloud infrastructure is increasing. The ...
The cloud infrastructure market got a nice boost over the past two years thanks to the growing adoption of artificial intelligence (AI). Companies across the globe have been using cloud services to ...