Discover insights from top ERP deployments by Western Digital, Walmart, and TD Bank, revealing strategies for efficient ...

In a new model for user interfaces, agents paint the screen with interactive UI components on demand. Let’s take a look.

If ERP systems were judged the way consumer apps are, most would have been deleted years ago. And yet, organisations continue ...

Oracle (ORCL) stock dropped over 40% from its September peak of $877B valuation. Oracle’s $300B OpenAI contract assumes spending Oracle cannot guarantee. Oracle’s remaining performance obligations hit ...

Oracle shares present a compelling buy opportunity after a sharp price drop driven by shifting investor sentiment. ORCL is aggressively investing in AI data centers, facing near-term cash flow and ...

Oracle founder Larry Ellison distinguished between two AI model types: those requiring real-time, low-latency decisions for applications like self-driving cars and robotics, and those where delays are ...

Oracle's debt is rising as cash flies out the door to fund AI data centers. The company already has a debt-heavy balance sheet, and it will need to borrow more to fund its AI infrastructure contracts.

Oracle focuses mostly on database software, where it is a leader, and data centers. The company's potential stock upside may be higher. Palantir’s strategy is dispersed across more market segments, ...

Welcome to Tech In Depth, our daily newsletter about the business of tech from Bloomberg’s journalists around the world. Today, Brody Ford looks at one of the downsides of Oracle’s leap into ...

A monthly overview of things you need to know as an architect or aspiring architect. Unlock the full InfoQ experience by logging in! Stay updated with your favorite authors and topics, engage with ...

Broadcom and Oracle continue to outperform the “Magnificent Seven,” making the “Ten Titans” a better representation of market leaders. Hyperscalers are turning to Broadcom for its AI chips and ...