On Friday, Aaron and Kevin’s article about Salesforce calling out the ingrained limitations of large language models struck a ...
Oracle (ORCL) has experienced setbacks in the past. Its stock has dropped over 30% twice within a period of less than two ...
Oracle's new AI-powered support portal is frustrating customers and support engineers who are struggling to find the basics, ...
Larry Ellison's fortune has long been tied to the value of Oracle, the software giant he co-founded and still dominates as ...
Oracle has become the market's favorite stress test for artificial intelligence exuberance, a company whose every earnings ...
The markets are growing concerned with the IT company's ability to finance data center build-outs and its partnership with ...
We see ample demand for AI-related data centers, but have lowered our fair value estimate and raised our Uncertainty Rating ...
Micron Earnings Impress Wall Street, Trump’s prediction of an economic boom may be wrong, more news to start your day.
One leading tech company, Oracle ( ORCL 5.46%), recently posted earnings that appear to have sent some shockwaves throughout ...
AI initiatives don’t stall because models aren’t good enough, but because data architecture lags the requirements of agentic systems.
Oracle and Blue Owl ended their partnership to build AI data centers, with talks for a one gigawatt Michigan facility falling ...