AI-driven Oracle Cloud Infrastructure backlog is significant but concentrated, with half tied to OpenAI. Find out why ORCL stock is a hold. - Oracle trades at 14x FY27 non-GAAP EPS guidance, down from 25x, despite raised earnings targets and robust legacy business support. - AI-driven…
Oracle named a Leader in the 2026 Gartner® Magic Quadrant™ for CRM Customer Engagement Center (CEC) For the 14th consecutive time, Oracle has been named a Leader in the Gartner® Magic Quadrant™ for the CRM Customer Engagement Center. We believe this recognition…
Microsoft is concluding a deal to rent AI computing capacity from Oracle as part of a wider reevaluation of its cloud partnership plans, Bloomberg reported Friday, citing sources familiar with... Microsoft to Conclude Deal With Oracle for Renting AI Compute…
Global baker is consolidating ERPs for visibility and efficiency, but training workers on processes is challenging amid generational shifts. Among its ambitious goals for centralizing on one SaaS application platform are end-to-end supply chain visibility and logistics efficiency, which makes…
On an Oct. 31 episode of Moonshots with Peter Diamandis, Dave Blundin, founder and general partner of Link Ventures, said this about Google’s custom AI chips: “The TPUs are now second only to NVIDIA in terms of total compute manufactured, and…
Glasgow, United Kingdom, November 6, 2026 -- GLASGOW, Scotland - 5 November 2026 - Dainin AI has announced plans to establish a certified deployment network for its Cognitive Venture Operating System (CVOS), expanding the commercial reach of technology developed for its Cognitive Enterprise Operating System (CEOS). The…
UA.NEWS Microsoft winds down Oracle AI capacity rental — Channel NewsAsia Microsoft is winding down an agreement to rent artificial intelligence computing capacity from Oracle. Reuters reported this, while Channel NewsAsia published the material citing Bloomberg. Decision not to renew…
Oracle stock is up slightly as a report says Microsoft is bringing an AI computing deal with Oracle to an end. Oops, something went wrong U.S. markets close in 44m Microsoft Won’t Renew Deal for Renting AI Cloud Capacity From Oracle: Report…
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Oracle's AI cloud and its OpenAI contract, the data centers it is building, the debt and job cuts paying for them, and Larry Ellison.
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