Forbes contributors publish independent expert analyses and insights. Chief Analyst & CEO, NAND Research. Oracle announced the general availability of the Oracle Exadata Database Service on Exascale ...

Munro Partners, an investment management firm, released its “Munro Global Growth Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the December quarter, the ...

Oracle recognized the AI land grab accelerating in real time: a market rocketing from $80–100 billion today to $350–650 ...

Oracle Corporation's Q1 earnings report and Q2 guidance were mixed, leading to a 10% drop in share price, which seems justified. Despite slower market share growth, Oracle remains well-positioned in ...

Oracle Corp. today rolled out a series of updates to its Fusion Cloud Human Capital Management suite, including a team skills portal, performance evaluation support and a feature that helps managers ...

Oracle (ORCL) cloud services now represent 77% of total revenue and grew 55% year-over-year. GPU consumption revenue surged 336%. Oracle’s remaining performance obligation hit $97.3B in Q2 FY2025.

After becoming one of the best-performing stocks in the sector, Oracle's share price is likely to remain under pressure in the short run. Sell-side analysts are extremely optimistic and this increases ...

Watch the Video How did Oracle go from market darling to market disappointment in just a few months? Lee and I agreed that the speed of the reversal surprised even seasoned investors. From AI royalty ...

Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Strategy” ...

Oracle says its new Exadata database compute platform will run generative AI workloads faster for the same price as the old version. The new version of Oracle’s Exadata platform, X11M, is now ...

With Oracle Globally Distributed Exadata Database on Exascale Infrastructure, customers can run distributed workloads of all types, including agentic AI, analytics, and transactional while lowering ...

Automaker moves simulation and 3D visualization workloads for improving crash safety performance and driving experience to OCI; gains cost effective computing capabilities With a focus on improving ...