Michael Burry owns put options on ORCL and shorted shares, criticizing cloud expansion strategy and $95 billion debt load.

Michael Burry, the investor who famously bet against the US housing market during the 2008 financial crisis, has turned ...

Analysts believe these high-profile stocks at the intersection of software and infrastructure are in a good spot to monetize ...

By the end of this decade, the most successful enterprises will be the ones that see AI and cloud as critical infrastructure, ...

Oracle Corporation (NYSE:ORCL) is among the best software infrastructure stocks to buy according to hedge funds.

When DoorDash selected NetSuite as its corporate financial control center, it sought a scalable platform that could connect ...

For years, companies have been moving their most valuable customer data into countless different systems used by marketing, ...

Meanwhile, the model layer keeps whiplashing. First, everyone used ChatGPT. Then Gemini was catching up. Now, it seems Claude ...

Quick Read Mizuho rates Nvidia as its top semiconductor pick with a $275 price target. Berenberg upgraded CrowdStrike to buy.

ClearBridge Investments, an investment management company, released its “ClearBridge Growth Strategy” fourth-quarter 2025 ...

According to Valuates Reports, The global Enterprise Artificial Intelligence Market is projected to grow from USD 1568.3 Million in 2024 to USD 6769.1 Million by 2030, at a Compound Annual Growth Rate ...

AWS has expanded Amazon CloudWatch to unify log management across operational and security use cases. By integrating native ...