Oracle (ORCL) is undervalued after a sharp sell-off, says KeyBanc, citing sum-of-the-parts upside from core apps/database and ...

Observe CEO Jeremy Burton talked with CRN about how Snowflake came to acquire his company and what is in store for observability at Snowflake going forward.

The most simply-named product names can sometimes have the most surprising of origins. Behind two of the world’s most ...

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.

Michael Burry owns put options on ORCL and shorted shares, criticizing cloud expansion strategy and $95 billion debt load.

eSpeaks’ Corey Noles talks with Rob Israch, President of Tipalti, about what it means to lead with Global-First Finance and how companies can build scalable, compliant operations in an increasingly ...

The world tried to kill Andy off but he had to stay alive to to talk about what happened with databases in 2025.

Google Cloud’s lead engineer for databases discusses the challenges of integrating databases and LLMs, the tools needed to ...

As for the AI bubble, it is coming up for conversation because it is now having a material effect on the economy at large.

Oracle’s aggressive AI-first infrastructure expansion underpins OpenAI’s Stargate vision, transforming cloud into a core national-scale compute and energy resource. This $300 billion investment ...

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 ...