The Portfolio returned -11.35% (gross) and the Russell 3000® Growth Index returned -9.54%. Stock selection in the consumer discretionary sector detracted from relative performance. Stock selection and ...

AI valuations are reaching stratospheric levels, but this is also intensifying concerns if they might now be in bubble territory. Sridhar Vembu, ...

Discover how Oracle NetSuite and artificial intelligence are revolutionizing apparel operations. Learn about cloud ERP ...

ORCL and CRWV are riding the AI infrastructure demand, but differences in growth, profitability and valuation may shape investor choice.

Salesforce CEO Marc Benioff said this kind of forward-looking marketing is common in the tech industry and helps customers ...

Businesses are spending more on Anthropic and other AI providers, and the additional budget has to come from somewhere. One ...

Nvidia's Ian Buck personally delivered Vera CPU systems to OpenAI, SpaceX, Anthropic, and Oracle Cloud. The company says it's ...

Governing AI Agents and Non‑Human Identities in Oracle, SAP, and Business‑Critical SaaS A Federated Control Plane for Human and Non‑Human Identities in SOX/ITGC‑Governed ERP Environments Executive ...

Oracle and IBM have agreed to expand their 40 year partnership to deliver new integrated AI and hybrid cloud solutions. The ...

New product integrations unify semantics, extend governed data access, and accelerate enterprise AI agent adoption across ...

The recent KLAS U.S. Acute Care EHR Market Share report shows Epic adding hospitals among smaller health systems, and ...