A major artificial intelligence customer has come to dominate the database giant's story. And that's not the only issue.

White Falcon Capital Management, an investment fund manager, released its first-quarter 2025 investor letter. In the tough and volatile first quarter, White Falcon delivered a net return of -6.1%, vs.

“This is the story of Larry forever,” says Kedrosky. “Whenever he left to go sailing, he’d say, ‘This company’s not as much ...

Discover how Oracle and Google Cloud's new AI Database Agent is transforming data management with enhanced insights and ...

They’re having you do something, it’s recorded, and then they’re going to replace you with whatever you just built.” Jill is ...

Oracle has deepened its Google Cloud partnership with the launch of its AI Database Agent for Gemini Enterprise, enabling natural language interaction with governed Oracle data. The tool aims to ...

Oracle’s stock has fallen 50% from its September high despite 41 of 51 Wall Street analysts rating it a buy with 43% implied upside. The disconnect centres on Oracle’s $300 billion Stargate deal with ...

Learn more Oracle (ORCL) and Amazon (AMZN) have come together to accelerate progress on one of their projects, namely building a private and high-speed connection between AWS Interconnect-multicloud ...

Explore leading AI-linked stocks across chips, cloud, software, ads, and automation as major indices reflect the AI market ...

The big five hyperscalers plan to spend a total of more than $700 billion on artificial intelligence (AI) infrastructure this year.

Amazon looked behind in AI in the training era, but is well place in the inference era, thanks to its continued investment in the long-term.

AI agents, data breaches, security flaws, enterprise deals, workforce cuts, and robotics moves shaped a busy week across ...