Oracle CEO Clayton Magouyrk said on an earnings call the company's model of having customers provide data chips for new data center builds is working.
Microsoft Dataverse is a SaaS data platform that helps you easily create and manage your data, events, and logic and generate analytics** and insights to support interconnected apps built on the ...
Oracle (ORCL) earnings show 20% revenue growth with stable margins, strong cloud/AI backlog and upside valuation potential.
Oracle's $300 billion deal with OpenAI established it as a major player in AI cloud computing alongside Amazon, Google and ...
Impax Asset Management's "Impax US Sustainable Economy Fund" released its Q4 2025 investor letter. A copy of the letter can be downloaded here. The fund reported that equity markets remained volatile ...
Energy Transfer LP (ET) has begun deliveries of natural gas to Oracle Corp.’s massive Texas data center, marking the start of what the firm bets could be a rippling wave of demand for Permian Basin ...