Oracle plunged over 10% post-Q2 despite strong cloud growth and surging RPO, as investors question AI capex and cash flow sustainability. Cloud Infrastructure revenue soared 68%, and RPO exploded 438% ...
The FDA has approved its first at-home, nondrug therapy for depression, with a wearable brain stimulation headset developed by Flow Neuroscience. The agency issued a green light that covers the device ...
Did people complain – and by people, we mean Wall Street – as the world’s largest bookseller invested huge amounts of money to transform itself into an alternative to driving to Wal-Mart? Or, better ...
Three months ago, Oracle Corp.’s scorching earnings outlook sent the shares soaring to their best day in three decades. But a quarter later, things look very different for the database software maker ...
Look at Oracle if you want to assess the sustainability of the AI investment boom: Its credit default swaps are emerging as a way to 'hedge the entire debt cycle within AI' For a few brief weeks in ...
Oracle (ORCL) cloud services now represent 77% of total revenue and grew 55% year-over-year. GPU consumption revenue surged 336%. Oracle’s remaining performance obligation hit $97.3B in Q2 FY2025.
Attention! Another new term has entered the TikTok lexicon, and you’re about to see it everywhere. If you’ve spent any time on the app within the past week, you might have noticed people talking about ...
Inside Claude-Flow: Using Multi-Agent AI to Modernize Legacy Applications Faster Your email has been sent Multi-agent AI orchestration frameworks like Claude-Flow help teams modernize legacy ...
Oracle is introducing its latest updates to Oracle AI Agent Studio for Fusion Applications, a comprehensive platform for building, testing, and deploying AI agents and agent teams across the ...
New AI Agent Marketplace empowers customers to seamlessly deploy partner-built AI agents within Oracle Fusion Cloud Applications to simplify workflows and maximize productivity "The age of intelligent ...
Microsoft and Oracle both hold key contracts with OpenAI and other generative AI developers. Cash flow could be a key factor in the race to build out capacity. One has a much more attractive valuation ...
Although it is a major AI infrastructure operator, Oracle's excessive reliance on a few mega-deals and its high capital expenditures could prove problematic in the long run. Palantir’s scalable ...