After yesterday's presentation, investors "sold the news" after a strong run in the stock over the past two months.

Oracle stock fell 6.5% as investors weighed its bold AI and cloud growth plans against near-term profit risks.

While Bank of America acknowledged that Oracle’s EPS margin goals appear realistic, it flagged challenges in rapidly scaling ...

The stock rose as executives reassured investors about the profitability of a business renting servers to AI companies, only ...

Salesforce SVP Andrew Randall leads Government Cloud initiatives, partnering with agency leaders to advance AI, cloud and ...

On the week of Oct. 13, Oracle ORCL held its AI World conference and provided several updates to its database and enterprise ...

An artificial intelligence infrastructure consortium led by Microsoft Corp., Nvidia Corp. and BlackRock Inc. today announced ...

Channel partners say NetApp is on the right track with its talk about transforming data for AI and then making sure it is ...

AI has quickly become the backbone of enterprise network management, setting the baseline for what secure and optimized ...

Revenue growth of 2.2 sequentially in Q2 and 3.3 in H1 in CC; Large deal TCV at $3.1 Bn and FCF at $1.1 Bn. FY26 revenue ...

Today’s AI surge is built on real profits and infrastructure, not speculation. Semiconductor demand spans GPUs, memory, and ...

Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Strategy” third-quarter 2025 ...