Oracle faces cloud competition and earnings volatility, yet AI-driven infrastructure growth and strong cash flow aim to power ...

Oracle, Intuitive Surgical and Analog Devices lead fresh research as cloud growth, robotic momentum and AI tailwinds battle margin and tariff risks.

IBS Intelligence (IBSi) is the world’s only pure-play Financial Technology focused research, advisory, and fintech news analysis firm, with a 30-year track record and clients globally. We take pride ...

Q, the provider of agent-led, adaptive supply chain planning solutions, today announced the general availability of its Intelligent Digital Planning Agents, enabling agent-led supply chain planning ...

We came across a bullish thesis on Microchip Technology Incorporated on Value & Momentum by Denis D.’s Substack. In this ...

We came across a bullish thesis on The Estée Lauder Companies Inc. on Becoming Berkshire’s Substack. In this article, we will ...

SMART, a leading warehouse management system (WMS) provider for NetSuite, announced it has reached 2,800 customers across 40+ countries, earning a spot on G2's 2026 Best Software Awards for Supply ...

Porkchop, a three-flippered green sea turtle that was rescued nearly a year ago after becoming severely entangled in fishing ...

Rimini Street, Inc. (Nasdaq: RMNI), the Software Support and Agentic AI ERP Company™, and the leading third-party support ...

AI becomes more competitive with rising investments and threatens traditional software companies’ profit margins, as advanced reasoning models can complete same tasks traditional software can - Anadol ...

The S&P 500 was on track for double-digit earnings growth, with more than half of companies having reported Q4 results so far.