Buy, Sell, or Hold Oracle at $170?

Oracle (NYSE:ORCL) has bounced sharply off its lows, but a debt load of over $124 billion, revenue concentration in a single ...

Oracle’s New AWS Partnership Just Put It Ahead of Azure and Google Cloud

Cloud customers today refuse to bet everything on one provider. They run AI models across platforms, keep regulated data in ...

Best of frenemies: Oracle’s and AWS’ clouds unite with dedicated, private connectivity

The two technology giants today revealed a plan to establish private, high-speed connectivity between Oracle Cloud ...

Agentic workflows are making distributed, always-on databases nonnegotiable

Oracle tackles database infrastructure with its Globally Distributed AI Database, aiming to ensure zero data loss for mission ...

Here’s Why Vltava Fund Decided to Realize Profit on United Rentals (URI)

Vltava Fund’s Q1 2026 letter, titled “Sport and Investing,” compares sports and investing, highlighting key market themes. A ...
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SMRT Advances AI-Enabled Rail Maintenance with Oracle

Singapore's leading public transportation provider uses Oracle Cloud Infrastructure Enterprise AI and Oracle Autonomous AI Database for enhanced rail ...
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Following layoffs, Oracle pursues zoning change for East Bank campus

Oracle told Nashville leaders that it is moving forward with a grandiose East Bank development project, despite creeping ...

How Oracle’s huge AI build-out is causing a cash crunch and layoffs

Once a cash-generating software stalwart, Oracle has transformed into a debt-heavy infrastructure builder. The strain is ...

Oracle's Credit Risk Is At an All-Time High, Due to Heavy Investment in AI. Should Investors Be Concerned?

The shift in perception is reflected not just in share prices, but also in credit markets. Oracle's five-year credit default ...