AMZN's AWS is reaccelerating with 20% growth, a $200 billion backlog, and massive AI investments as it pulls ahead of ORCL in ...
ORCL's AI data center push is driving 14% revenue growth and a record backlog, but $50 billion in capex and negative cash ...
Oracle founder and CTO Larry Ellison has identified what he calls the critical limitation holding back AI models from Gemini ...
The world tried to kill Andy off but he had to stay alive to to talk about what happened with databases in 2025.
By the end of this decade, the most successful enterprises will be the ones that see AI and cloud as critical infrastructure, ...
Discover high-paying remote jobs starting at $55 per hour. These roles let you work from anywhere and are perfect even if you ...
As vendors and solution providers alike in 2025 focused investment in growing practices in artificial intelligence, security ...
Legendary investor Michael Burry is once again grabbing Wall Street’s attention—this time by turning bearish on Oracle (ORCL) ...
Hyperscaler Market Enters A New Growth Cycle As AI And Cloud Demand Accelerate - Financial News Media. Long-term contracts and growing AI workloads offer investors increased revenue stability and ...
We came across a bullish thesis on Cintas Corporation on Compounding Dividends’s Substack. In this article, we will summarize ...
Meanwhile, the model layer keeps whiplashing. First, everyone used ChatGPT. Then Gemini was catching up. Now, it seems Claude ...