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Alphabet, Microsoft, Amazon, and Oracle just gained $1.9 trillion in 3 days. Here's why Microsoft's run isn't over.
Recent earnings reports alleviated investors’ concerns about cloud demand and AI spending. Microsoft has the best free cash flow and operating margins of the cloud majors. Even after its latest run-up ...
The glass-half-empty outlook on Microsoft, and to a similar extent Oracle, is that artificial intelligence (AI) is disrupting legacy software tools and that their cloud computing spending will take a ...
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Salesforce's Agentforce ARR surged 205% to $1.2B while Oracle's cloud infrastructure jumped 93%, yet Salesforce trades at a cheaper 12x forward P/E. Oracle plans to raise ~$40B in FY27 to expand ...
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June 10 : Oracle on Wednesday forecast capital spending plans for fiscal 2027 above Wall Street estimates, as the cloud computing company said it will also raise more debt in 2027, reflecting the ...
Oracle plans to raise nearly $40 billion in debt and equity in 2027 Capital spending for 2026 reached $55.66 billion, surpassing Oracle's $50 billion target Analysts highlight investor concerns over ...
If you’ve been interested in FreeCAD but haven’t known where to start, here’s a wonderful video tutorial for FreeCAD 1.1 by [Deltahedra] aimed squarely at how to model a 3D part from scratch while ...
Shares of Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) are up 9% in midday trading Friday, climbing to $29.06 from Thursday’s close of $26.75. The rally is striking given a challenging ...
There’s been some magic in the air during 9-1-1 Season 9. While the series has always delivered powerful, relevant, and captivating stories since its inception, the current season has pushed ...
The Oracle logo is displayed on a building at an Oracle campus in Redwood Shores, California. Oracle published its third quarter earnings on Tuesday. (Photo by Justin Sullivan/Getty Images) Shares of ...
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