With the official release of Microsoft's latest database offering, let's see what was improved and what still needs some work. Today, at Ignite, Microsoft announced the general availability of SQL ...

Oracle's CapEx-to-revenue ratio has gone from 13% in FY2024 to 37% in FY2025 to an estimated 75% in FY2026. But their CapEx-to-infrastructure revenue ratio can range from 101% to 206%. This is a tax ...

The artificial intelligence cloud solutions provider continued to fall following Broadcom's earnings report last night.

The ChatGPT parent still accounts for most of the software company’s revenue backlog.

Months after Oracle's $400 billion-plus contract backlog ignited a stock-market frenzy, the enthusiasm has given way to ...

Alphabet, Amazon, Meta and Microsoft—and, more recently, Oracle have poured money into data centres crammed full of pricey AI ...

Shares in the technology company are down as investors grow anxious that its bet on artificial intelligence, and OpenAI in ...

Asian shares are mixed after the U.S. stock market again approached its record high following the Federal Reserve’s cut in ...

Oracle's earnings will focus on cloud and AI, but its real advantage lies in owning the most regulated AI dataset: health ...

Did people complain – and by people, we mean Wall Street – as the world’s largest bookseller invested huge amounts of money ...

Wall Street expects the Texas-based firm to post EPS of $1.64 up 11.6% from a year earlier on a revenue of $16.19B implying a rise of over 14% during the quarter.

Nvidia is growing revenue and profits much faster than Oracle, thanks to surging demand for its AI computing platforms. Oracle is leaning on its cloud backlog and large AI deals, but its current ...