Google Cloud’s lead engineer for databases discusses the challenges of integrating databases and LLMs, the tools needed to ...
The most simply-named product names can sometimes have the most surprising of origins. Behind two of the world’s most ...
Oracle (ORCL) is undervalued after a sharp sell-off, says KeyBanc, citing sum-of-the-parts upside from core apps/database and ...
Michael Burry owns put options on ORCL and shorted shares, criticizing cloud expansion strategy and $95 billion debt load.
Michael Burry bets against Oracle as debt nears $100B, FCF turns -$13B and a $6.6B liquidity gap looms—see ORCL stock's risks and cloud upside here.
Oracle (ORCL) stock fell more than 5% Wednesday after the Financial Times reported that private lender Blue Owl Capital (OWL) will not back a $10 billion deal for its next data center as the software ...
The world tried to kill Andy off but he had to stay alive to to talk about what happened with databases in 2025.
CIQ, the founding support and services partner of Rocky Linux, is launching Service Endpoints, a new capability for its Fuzzball platform that enables Fuzzball to be a turnkey, sovereign AI ...
As for the AI bubble, it is coming up for conversation because it is now having a material effect on the economy at large.
Dec 17 (Reuters) - Oracle said talks for an equity deal to support its Michigan data center project remain on schedule and do not include Blue Owl Capital, after a report of stalled negotiations with ...
What To Know: Reports last week indicated a consortium led by Oracle and including private equity firm Silver Lake and UAE-backed investor MGX have reportedly agreed to acquire a minority stake in ...
After a detailed analysis of Oracle, the following trends become apparent: A Price to Earnings ratio of 36.08 significantly below the industry average by 0.64x suggests undervaluation. This can make ...