The database giant's contracted future revenue now exceeds the company's entire market value. That gap is a message from ...
Q4 FY2026 beat, $638B RPO, and AI data center expansion drive a $185 target. Click here to read my latest analysis on ORCL ...
Citi's software research chief just called Oracle's brutal summer selloff a rare statistical anomaly and went on CNBC to ...
Deutsche Bank 2026 Technology Conference August 26, 2026 11:45 AM EDTCompany ParticipantsMike Sicilia - Chief Executive ...
The Graph Foundation is changing how it operates, shifting from a primarily coordinating and funding role toward directly building, maintaining and scaling ...
At VLDB 2026, Tursio's paper shows how an automatically generated context graph lets credit union staff search core ...
The 10-year Treasury yield hit a 19-month high and crude jumped above $88 as traders lifted Fed rate-hike odds to 68%, cracking high-multiple software stocks. Piero Cingari Wall Street Is Divided on ...
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C-level IT executives share their strategic insights and expertise on making critical, real-world decisions that will shape the future of their companies. This blog is part of the Foundry Expert ...
Today’s AI hype-fest is partially IT’s fault Historically, IT has been the business world’s BS-detector when it comes to tech claims. That all changed when CEOs and boards got involved, so, yes, we’re ...