Oracle (ORCL) is rated 'Buy' due to a major valuation dislocation versus its $523B RPO backlog, despite recent CapEx-driven ...
What really sets Pavan apart is how he blends deep Oracle Financials expertise with a sharp eye for AI-driven process design.
This unprecedented infrastructure spending spree signals massive opportunity or dangerous overreach in an overheated AI ...
Oracle’s stock’s peak price was largely driven by the remaining performance obligations from Q1, which increased further to ...
In recognition of its ability to help utilities power their operations with clean meter data, Oracle has been named a Leader in the IDC MarketScape: Worldwide Utility Meter Data Management Systems ...
The transcript of Oracle’s second quarter FY2026 earnings call is below: This transcript is brought to you by Benzinga APIs.
Q2 2026 Earnings Call Transcript December 10, 2025 Oracle Corporation beats earnings expectations. Reported EPS is $2.26, ...
Oracle is getting hammered over AI spending. It’s time for a second look. Oracle stock fell to its lowest levels since early ...
Nvidia is leaning on the hybrid Mamba-Transformer mixture-of-experts architecture its been tapping for models for its new ...
Heavy investments by big tech into AI are now influencing GDP growth more than consumer spending, with industry leaders ...
A Government Accountability Office report released today confirms that the Veteran’s Health Administration has yet to act on ...
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