Oracle: This Capitulation Has Gone Too Far

Oracle Corporation is upgraded to Strong Buy as its stock forms a long-term bottom near 2025 lows, offering highly compelling ...

Databricks completes $5 billion funding round at $134 billion valuation

Databricks is prepared to go public "when the time is right," CEO and co-founder Ali Ghodsi told CNBC in an interview.

The Identity Tax: Why Your 2026 Security Budget Is Already Underwater

In 2026, the winners will recognize that identity isn't an IT problem to be managed; rather, it's a business platform to be ...

Microsoft Chief Commercial Officer Judson Althoff shares tips with salespeople on how to tell customers to buy Microsoft tools and not OpenAI’s …

Microsoft's Chief Commercial Officer is guiding sales teams to counter OpenAI's AI agent tools. He emphasizes Microsoft's platform advantage, offering diverse AI models and established enterprise ...