Wedbush started coverage on Oracle (ORCL) with an Outperform rating and a $225 price target. Shares of Oracle climbed about 1% premarket on Friday. "We believe Oracle is in the early innings of a ...

Oracle’s approach to bring AI to data (instead of the other way round) is being tested by SMRT, where safety demands ...

Enterprise technology vendors are racing to make AI work against the structured and relational data inside databases, data ...

White Falcon's strategy is to invest in the most essential software companies that possess more than one source of ...

Billionaire Larry Ellison's Oracle sent layoff emails to employees worldwide at 6 a.m. Tuesday, with some analysts estimating 20,000 to 30,000 job cuts in one of the company's largest workforce reduct ...

Is TPC a good stock to buy? We came across a bullish thesis on Tutor Perini Corporation on InfoArb Sheets’s Substack. In this ...

Oracle recently launched 22 agentic apps. Meanwhile, the markets do their pinball thing, and software stocks rise (a bit) ...

Is SHLS a good stock to buy? We came across a bullish thesis on Shoals Technologies Group, Inc. on r/ValueInvesting by ...

Corporations strategically control markets with open-source software. The community participates without realizing that the ...

Tariff volatility, persistent inflation, and layoff waves across tech and financial sectors remind investors that earned ...

Fears of AI replacing software companies have caused a 'SaaSpocalypse'. That represents a buying opportunity for ...

The 'gold rush' underway has some concerned that in quickly building hyperscale data centers, thoughtful decision-making is ...