Despite Oracle’s underperformance relative to the technology sector over the past year, Wall Street analysts maintain a ...

Oracle is paying a high price as it attempts to punch its ticket to the clouds.

MU rides on surging HBM chip demand and tight supply, boosting pricing power and margins, while Oracle's risks tilt the AI stock race.

OpenAI's announcement that it has raised $110B in new funding should alleviate the concerns about paying its bills and ...

DigiEdze’s Oracle partnership, OCI strategy, and how cloud, AI, and data platforms are enabling scalable, cost-efficient ...

Data platforms have moved from static, disconnected systems to integrated environments where analytics and real-time data ...

The deal could ease some of Wall Street's fears about Amazon's monster $200 billion capex spending, and accelerate its development of AI tools.

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 ...

No major finance body or organization is exempt from the risks of price traps and messy finance software migrations. The Bank of England is a prime example with its recent project to migrate to Oracle ...

We came across a bullish thesis on Genpact Limited on Bee’s Substack’s Substack by Bee Spoke Investing. In this article, we ...

Aristotle Funds, an investment advisor, released its “Growth Equity Fund” fourth-quarter 2025 investor letter. A copy of the ...