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 ...

By the end of this decade, the most successful enterprises will be the ones that see AI and cloud as critical infrastructure, ...

When DoorDash selected NetSuite as its corporate financial control center, it sought a scalable platform that could connect ...

Observe CEO Jeremy Burton talked with CRN about how Snowflake came to acquire his company and what is in store for observability at Snowflake going forward.

Oakmark Funds, advised by Harris Associates, released its “Oakmark International Fund” fourth-quarter 2025 investor letter.

Michael Burry of "The Big Short" fame said Nvidia is "simply the purest play" for an investor to bet against the AI boom.

Michael Burry believes Oracle is making a strategic mistake driven by ego that could end badly for shareholders. The company ...

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

I’ve seen my fair share of corporate reincarnations. But what Oracle (ORCL) has pulled off over the last 24 months isn’t just ...

The Ohio Carpenters’ Pension Plan sued Oracle, alleging the tech company didn’t properly disclose it would need to raise additional debt to satisfy its roughly $300 billion cloud computing contract ...