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

RUNNING A GIANT software business used to be fun. Sure, coming up with a great product was a grind. But once you had one that customers could not live without—be it Microsoft Office, Amazon.com, ...

Oracle Corporation (ORCL) has been a headline stock in 2025, trading in a wide range as investors grapple with its ambitious pivot to cloud and artificial intelligence (AI) infrastructure. In spite of ...

Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. It’s funny how perceptions change. In September, Oracle raised its estimate of next year’s capital expenditure ...

A high-severity flaw in MongoDB instances could allow unauthenticated remote bad actors to leak sensitive data from MongoDB servers. Dubbed "MongoBleed," the security flaw is being exploited in the ...

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

You might be staring at your budget, wondering how you’re supposed to cover rent, debt, and everything else on $20–$25 an ...

Alpha Wealth Funds, LLC, an investment management company, released its Q3 2025 letter for the “Insiders Fund”. A copy of the ...

Harbor Capital Appreciation Fund, an investment management company, released its Q3 2025 investor letter. A copy of the same ...

Discover the top mobile app development tools for 2025, designed to accelerate app creation and improve user experience. From low-code solutions to comprehensive IDEs, find the right tools for your ...

The Oracle of Omaha is renowned for generating oversized returns. From 1965 to 2023, his company delivered compounded annual ...