When AI-assisted coding is 20% slower and almost half of it introduces Top 10-level threats, it’s time to make sure we're not ...
Oracle is looking beyond Nvidia for the chips it needs to power its AI datacenters. In what could be described as a warning shot to Jensen Huang's business, Oracle co-founder Larry Ellison said: "We ...
Oracle CEOs Clay Magouyrk and Mike Sicilia sit down with CNBC's David Faber to discuss the company’s partnership with OpenAI, the surge in AI infrastructure demand, and how Oracle is managing risk as ...
Oracle has surged over 100% in six months, fueled by explosive cloud growth, record backlog, and major AI deals, like OpenAI. ORCL's AI infrastructure leadership is validated by multi-billion-dollar ...
Trump TikTok Deal: President Trump claims there’s a deal for TikTok to either be sold to a U.S. company or disconnected from China, though details remain unclear. Valuation and Business Considerations ...
Oracle's backlog ballooned after several multi-billion-dollar cloud deals. Some investors may be worried about backlog conversion and timing. Short-term volatility is possible, but the long-term setup ...
Wednesday's post-earnings spike has faded some, with the shares slipping on Thursday as investors digested what Oracle (NYSE: ORCL) just reported and, more importantly, what it implied. Oracle, the ...
Nvidia has become the dominant company in the AI chip market. Oracle sees its cloud infrastructure business soaring thanks to AI customers. All of this has helped Nvidia's earnings to roar higher, ...
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