Did people complain – and by people, we mean Wall Street – as the world’s largest bookseller invested huge amounts of money to transform itself into an alternative to driving to Wal-Mart? Or, better ...
Oracle is reiterated as a buy, with expectations that its recent highs will be exceeded as OCI drives substantial revenue growth. OCI's superior performance, cost advantages, and hybrid/multi-cloud ...
Dec 9 (Reuters) - Months after Oracle's $400 billion-plus contract backlog ignited a stock-market ‌frenzy, the enthusiasm has given way to doubts about ‌its reliance on OpenAI and debt-fueled ...
Forbes contributors publish independent expert analyses and insights. Peter Cohan, a Boston-based senior contributor, covers stocks. The likelihood of a severe "OpenAI bankruptcy cascade" scenario has ...
Oracle leadership will likely field plenty of questions on not just AI, data center revenue, but also on the quality of that revenue, profit margins and customer diversity. Analysts on Oracle’s ...