Another year passes. I was hoping to write more articles instead of just these end-of-the-year screeds, but I almost died in the spring semester, and it sucked up my time. Nevertheless, I will go ...

Oracle (ORCL) stock dropped over 40% from its September peak of $877B valuation. Oracle’s $300B OpenAI contract assumes spending Oracle cannot guarantee. Oracle’s remaining performance obligations hit ...

Oracle Corporation is rapidly emerging as a key AI infrastructure provider, with its Oracle Cloud Infrastructure revenue up 66% y/y. ORCL's backlog surged to $523 billion, a 433% increase, driven by ...