Oracle, TSMC, and Palo Alto Networks are all promising long-term investments.

The University of Phoenix (UoPX) has joined a growing list of U.S. universities breached in a Clop data theft campaign ...

Oracle’s Azure-OCI interconnect and Database@Azure let OpenAI run Oracle databases and GPU compute seamlessly with Azure. I believe this is the main factor that motivated the $300B deal. RPO jumped ...

The latest version of the Oracle database comes with agent builders and MCP Server integration to help developers embed automation into their workflows. Oracle is doubling down its focus on agentic ...

This is the online edition of The Wiretap newsletter, your weekly digest of cybersecurity, internet privacy and surveillance news. To get it in your inbox, subscribe here. The Clop ransomware is back ...

Oracle ORCL and Microsoft MSFT stand as titans in the cloud computing and AI landscape, each leveraging its legacy enterprise software foundations to capture the explosive growth in AI-driven cloud ...

Oracle has secured massive cloud contracts, including its $300 billion deal with OpenAI. The company's ability to deliver GPU infrastructure for a lower price gives Oracle an edge over large ...

Oracle’s stock sky-rocketed after reporting massive future performance obligations, mostly from OpenAI. It’s a big risk, but Oracle is uniquely prepared to capitalize. With Stratechery Plus you get ...

Oracle projects cloud infrastructure revenue will explode from $10 billion to $144 billion by 2030, outpacing AWS and Azure at comparable stages. The company's $455 billion backlog and ...

Oracle’s cloud backlog jumped 359% to $455 billion after four massive contracts. Q1 revenue hit $14.9 billion, but software sales fell and GAAP earnings per share dropped. Multicloud database revenue ...