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

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

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, ...

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

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

Neutral overview of enterprise technology operations, cloud infrastructure themes, and market benchmark context within a ...

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

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 ...

Osiro who recently launched his book “From Red to Green” speaks on the current tech environment and the future.