Enterprise software giant Oracle (NYSE:ORCL) reported Q1 CY2026 results topping the market’s revenue expectations, with sales up 21.7% year on year to $17.19 billion. The company expects next ...

The cost of allowing data's value to decay, even briefly, is real. Revenue opportunities are missed, marketing spend is wasted, and operational inefficiencies creep in. A single failure can damage ...

Michael Burry is questioning the AI spending spree by the tech giants. Should investors be trimming their positions on these popular names now?

We came across a bullish thesis on Global Payments Inc. on R. Dennis’s Substack by OppCost. In this article, we will ...

Seven of the nation's largest artificial intelligence (AI) companies and hyperscalers signed a White House-brokered agreement March 4 committing to build, ...

Broyhill Asset Management, an investment advisor, released its fourth-quarter 2025 investor letter. A copy of the letter can ...

AI advances trigger software selloffs as infrastructure software trades at 11x sales, offering a mispriced buy opportunity.

Barclays says the chasm between winning and losing stocks in 2022 when Russia invaded Ukraine was huge. Here are their style ...

The Nasdaq 100 has reclaimed the psychologically significant 25,000-point level, but its ability to hold this ground faces a critical test today. The release of February’s U.S. inflation figures will ...

Is cloud construction software really cheaper? Discover a detailed 5-year cost breakdown comparing subscription pricing, hidden fees, and total cost of ownership vs on-premise solutions.

Oracle's (ORCL) stock jumped on Wednesday after fiscal third-quarter results and outlook beat estimates and drew positive ...