Breakthroughs in Agentic AI, AI-Ready Data Platforms, and Code-First APEX Development PLANO, TX, UNITED STATES, March ...

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

Micron Technology stands out over Oracle as AI-driven HBM chip demand, stronger margins and lower debt tip the scales. Is MU the clearer buy now?

Michael Burry is questioning the AI spending spree by the tech giants. Should investors be trimming their positions on these ...

Microsoft is a member of the "Magnificent Seven" group of stocks that has an outsize impact on the stock market due to its ...

An open letter signed by architects, DBAs, and engineers argues that closed development, missing AI‑era features, and ...

We came across a bullish thesis on GitLab Inc. on R. Dennis’s Substack by OppCost. In this article, we will summarize the bulls’ thesis on GTLB. GitLab Inc.’s share was trading at $26.70 as of March ...

We came across a bullish thesis on Iridium Communications Inc. on Danny’s Substack by Danny Green. In this article, we will summarize the bulls’ thesis on IRDM. Iridium Communications Inc.’s share was ...

After MySQL community summits, an open letter urges Oracle to discuss the database's future. Do Oracle's recent announcements satisfy critics?

The Database Management System (DBMS) market is primarily driven by the rapid growth of data generated across enterprises, ...

Shares of Oracle Corporation (ORCL) have fallen sharply, dropping over 55% from their 52-week high of $345.72. The decline reflects investor concern over the company’s aggressive capital spending ...