The AI infrastructure giant has pulled back significantly of late, but it could make a big comeback in the new year.

Oracle's selloff, tied to AI spending and debt fears, has rattled investors. Diversifying with top tech ETFs like XLK could help mitigate single-stock risk.

Panaya, the leading agentic Testing and Change Impact Analysis platform for enterprise applications, today announced it has been named a Strong Performer in The Forrester Wave: Autonomous Testing ...

News from the week beginning 22nd September includes items about @Agiloft, @10XBanking, @BlackLine, @CPiO, @CybageSoftware, @Deltek, @Infor, @NetSuite, @Planful, @Quantware, and @Zoho ...

Oracle (ORCL) stock rises after TikTok U.S. joint venture news, highlighting growth in cloud infrastructure and AI workloads.

Oracle's CapEx-to-revenue ratio has gone from 13% in FY2024 to 37% in FY2025 to an estimated 75% in FY2026. But their CapEx-to-infrastructure revenue ratio can range from 101% to 206%. This is a tax ...

Oracle Cloud Infrastructure is launching the first public cloud instances powered by Ampere Computing’s custom, ...

TikTok's U.S. deal with Oracle isn't a social media trade, it's an infrastructure one. Here's how certain ETFs could benefit.

As enthusiasm for AI matures, markets seem increasingly willing to distinguish between growth stories supported by budget ...

RBC said that the deal could ease concerns about Oracle’s reliance on a small number of major cloud customers. ・Oracle will ...

TikTok agrees to place U.S. operations under a new investor-controlled entity, with ByteDance retaining a minority stake.

Agentic AI makes cloud modernization an ongoing tune-up instead of a giant, stressful overhaul, keeping apps faster, cheaper ...