U.S. software company Oracle Corporation on Tuesday reported strong financial results for the third quarter of fiscal year 2026, driven by rapid growth in cloud services and rising demand for ...

Investors’ fears that AI could dampen spending on traditional business applications have wreaked havoc on the shares of companies like Salesforce, ServiceNow and Workday. But Oracle executives this ...

Q3 Remaining Performance Obligations $553 billion, up 325% year-over-year in USDQ3 GAAP Earnings per Share up 24% to $1.27, Non-GAAP Earnings per Share up ...

Oracle co-CEO Mike Sicilia and Chief Technology Officer and co-founder Larry Ellison dismissed concerns around a “SaaSpocalypse” of more traditional enterprise software-as-a-service vendors getting ...

The global data center market is expanding rapidly, expected to be valued at around US$347.3 billion in 2026 and projected to reach US$801.5 billion by 2033, growing at a CAGR of 12.7% during the ...

The recent NetSuite SuiteConnect event in New York City built on themes from its late 2025 user conference, SuiteWorld, and featured their new AI capabilities.

The global data center market is expanding rapidly, expected to be valued at around US$347.3 billion in 2026 and projected to reach US$801.5 billion by ...

Long-time readers of mine know that my favorite fundamental stories are “pick and shovel” investments. For instance, during the gold rush, the businesses that sold the picks, shovels, and denim jeans ...

Oracle is behind the AI demand curve, but this could spell accelerating growth and significant upside for investors.

The cloud and AI specialist beat expectations and increased its guidance for next fiscal year.

As the Founder & CEO of BookSmarts, Groberg is always looking for ways to think outside the box. She says she’s always asking, “What else? What could we do differently?” ...

Workday (WDAY) trades at half its historical multiple despite strong retention, free cash flow and AI monetization—see why the selloff may be overdone.