Oracle (ORCL) is undervalued after a sharp sell-off, says KeyBanc, citing sum-of-the-parts upside from core apps/database and ...

The world tried to kill Andy off but he had to stay alive to to talk about what happened with databases in 2025.

Oracle's stock has whipsawed investors, finishing 2025 higher but suffering a brutal drawdown from its peak. The debate now ...

In its fourth-quarter 2025 investor letter, Laughing Water Capital highlighted stocks such as Lifecore Biomedical, Inc.

Snowflake shows slowing 28% growth, declining retention, heavy stock comp, high leverage, rich valuation, and a $110 target.

Meanwhile, the model layer keeps whiplashing. First, everyone used ChatGPT. Then Gemini was catching up. Now, it seems Claude ...

Artificial intelligence (AI) demand remains red-hot heading into 2026. The global AI market is projected to reach over $1.7 trillion by 2032, growing at a 29% compound annual rate, according to ...

Laughing Water Capital stated the following regarding Thryv Holdings, Inc. (NASDAQ:THRY) in its fourth quarter 2025 investor ...

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A credit card can feel like a key, but for many people, it’s a key that doesn’t fit the lock. When credit is bad, fair, or ...

ORCL's AI data center push is driving 14% revenue growth and a record backlog, but $50 billion in capex and negative cash ...