Oracle founder and CTO Larry Ellison has identified what he calls the critical limitation holding back AI models from Gemini ...

Oracle was at the center of all things artificial intelligence (AI) in 2025, and therefore at the center of the investing world.

Oracle’s cloud and AI pivot drives revenue growth and a strong backlog, but high capex and debt pose risks. Read why I rate ORCL stock a Hold now.

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

In 2026, contextual memory will no longer be a novel technique; it will become table stakes for many operational agentic AI deployments. At the beginning of the modern generative AI era, purpose-built ...

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 ...

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 ...