Advanced Micro Devices reported record fourth-quarter revenue of $10.27 billion and crushed profit expectations, yet ...

"Nobody can find a place to live. Our city fathers didn’t think that AI center through very well." ...

Legacy Ridge Capital Management, an investment management company, released its Q4 2025 investor letter. A copy of the letter ...

We came across a bullish thesis on Lumentum Holdings Inc. on R. Dennis’s Substack by OppCost. In this article, we will summarize the bulls’ thesis on LITE. Lumentum Holdings Inc.’s share was trading ...

According to MarketsandMarketstm, the global AI in supply chain market is projected to grow from USD 13.93 billion in 2025 to USD 50.41 billion by 2032 at a CAGR of 20.2%. Browse 150 market data ...

Search and Cloud businesses. The momentum in Search is expected to have been driven by AI-enhanced experiences and expanding ...

Discover 7 proven strategies for CRM and ERP integration for supply chain optimization—backed by real ROI data, architecture insights, and implementation roadmaps to boost efficiency by 40%+.

Hammered by the general software selloff and AI debt concerns, shares of Oracle have shed 22% over eight trading sessions ...

Oracle ( ORCL 7.64%) stock declined 15.8% in the week to Thursday, 2 p.m. It's been another tough week for the company, and ...

Oracle stock continued to drop in January.

Hold Oracle (ORCL) until cash generation improves. Explore more on OCI and AI infrastructure growth, rising RPO visibility, ...

Oracle is executing a transformation that leverages its database core while supplying data center infrastructure. Read what ...