Munro Partners, an investment management firm, released its “Munro Global Growth Fund” fourth-quarter 2025 investor letter. A ...

Mar Vista U.S. Quality Strategy stated the following regarding Oracle Corporation (NYSE:ORCL) in its fourth quarter 2025 ...

As for the AI bubble, it is coming up for conversation because it is now having a material effect on the economy at large.

Google Cloud’s lead engineer for databases discusses the challenges of integrating databases and LLMs, the tools needed to ...

The scale of spending in AI is enormous, the pace unprecedented, and some assumptions around ROI remain open questions, JP Morgan has said.| Business News ...

Wisconsin is attractive to the data centers sustaining the AI boom, but local opposition is creating issues for these massive ...

Michael Burry bets against Oracle as debt nears $100B, FCF turns -$13B and a $6.6B liquidity gap looms—see ORCL stock's risks and cloud upside here.

Oracle (ORCL) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Watch the Video How did Oracle go from market darling to market disappointment in just a few months? Lee and I agreed that ...

Bloom Energy is an energy company that makes solid oxide fuel cell systems for on-site power generation. In a nutshell, these fuel cells convert fuel (like natural gas) into electricity through an ...

Artificial intelligence will remain the main driver of software performance in 2026, with spending shifting toward ...

Small Modular Reactors are pivoting the nuclear industry from custom-built energy cathedrals to factory-built energy appliances, driven by the need for 24/7 firm power to feed AI data centers and ...