With a Price to Book ratio of 18.42, which is 1.07x the industry average, Oracle might be considered overvalued in terms of ...

TikTok signed a deal for U.S. operations to be controlled by the software giant Oracle, and now, people want to know how to ...

Oracle’s cloud and AI pivot drives revenue growth and a strong backlog, but high capex and debt pose risks. Read why I rate ...

Oracle (ORCL) is a top AI infrastructure stock with booming cloud revenue, major partnerships, and strong growth—see why it’s ...

Today, Nvidia’s revenues are dominated by hardware sales. But when the AI bubble inevitably pops, the GPU giant will become ...

Snowflake (SNOW), and Oracle (ORCL) are among Mizuho's top enterprise software stocks for 2026, the firm said in an investment note on Tuesday. “One year ago, we had noted that 'as we prepare to enter ...

NVIDIA Corporation (NASDAQ:NVDA) is accelerating its release cycle, announcing at the CES 2026 convention on Monday that its highly anticipated Rubin data center products are in full production and ...

Sustainable Growth Advisers (SGA), an investment management company, released its third-quarter investor letter for its ...

VA and Oracle Health say the modernization project’s operational pause has allowed them to enhance the new software’s ...

The Rubin platform harnesses extreme codesign across hardware and software to deliver up to 10x reduction in inference token ...

AMD (NASDAQ:AMD) had a pretty solid 2025. The stock gained close to 80% through the year amid optimism about the company’s AI ...

AWS, Cisco, CoreWeave, Nutanix and more make the inference case as hyperscalers, neoclouds, open clouds, and storage go ...