The so-called SaaS-pocalypse has been working its way through the software scene in recent months, with things getting ...

Oracle Corporation ORCL is making one of the most aggressive infrastructure bets in enterprise technology, and its third-quarter fiscal 2026 results have sharpened the debate around whether this ...

Oracle (ORCL) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term. Shares of ...

Oracle's cloud infrastructure revenue jumped 84% in fiscal Q3 as AI and multicloud demand surged, though heavy data-center investments pushed trailing free cash flow to -$13.2B.

The company has raised $12 million in seed funding to build an AI operating system for enterprise.

Is TTWO a good stock to buy? We came across a bullish thesis on Take-Two Interactive Software, Inc. on R. Dennis’s Substack ...

Mobile's 5G edge, and Gilead's dominant HIV franchise headline today's top analyst reports and highlight key growth drivers.

Baron Capital, an investment Management Company, released its fourth quarter 2025 investor letter for its “Baron Opportunity Fund”. A copy of the letter can be downloaded here. The Fund returned 4.63% ...

Who’s behind the successes of some of the world’s top technology companies, including Google, Amazon, Microsoft, Oracle, CoreWeave, Palantir and Dell? In Huang’s view, it’s Nvidia.

Oracle, AMD, Micron, TSMC and Dell are undervalued AI infrastructure stocks with strong earnings growth potential. Analysis of why these stocks deserve attention.

A small group of companies have dominated cloud compute infrastructure. Neoclouds are able to boost AI workloads. Should you consider them?