Oracle (ORCL) down 22% YTD to $151.56 despite $523B in Remaining Performance Obligations up 438% and multicloud database up 817%. Nvidia (NVDA) data center revenue $62.31B up 75%, Broadcom (AVGO) AI ...
ORCL heads into fiscal Q3 earnings with AI launches, soaring cloud momentum and expanding OCI capacity that may help fuel revenue and EPS growth.
Database management company MariaDB Plc said today it’s buying the Apache Ignite creator and in-memory computing technology developer GridGain Systems Inc. to build more robust infrastructure for ...
Building an open-source data lakehouse costs $520K/year in engineering time, before licenses and infra. The real all-in cost ...
Robots have left the pilot corner. They now haul totes, lift pallets, and pace beside pickers across full distribution centers. Software—not hardware—decides whether that investment pays off.
“We have 600 petabytes of data across Intel,” said Aziz Safa, corporate VP & GM Intel Foundry Automation at the recent PDF Solutions Users Conference. “The challenge is to be able to run algorithms on ...
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YCG’s Updates on Meta Platforms (META)
YCG LLC, an asset management firm, released its fourth quarter 2025 investor letter. A copy of the letter can be downloaded ...
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