We came across a bullish thesis on Oracle Corporation on LongYield’s Substack. In this article, we will summarize the bulls’ ...

Here’s the top cloud infrastructure companies of 2026 leading data centers, servers, GPU chips, AI, storage, cloud computing ...

Oracle recognized the AI land grab accelerating in real time: a market rocketing from $80–100 billion today to $350–650 ...

Oracle's cloud infrastructure revenue rose by 52% year over year in the fourth quarter of fiscal 2025 to $3.0 billion, and the company sees even stronger growth ahead. Oracle expects cloud ...

Oracle has secured massive cloud contracts, including its $300 billion deal with OpenAI. The company's ability to deliver GPU infrastructure for a lower price gives Oracle an edge over large ...

My job is really very easy. A simple enough statement, but coming from the man who’s just stepped into Safra Catz’s shows as the new co-CEO of one of the biggest enterprise software companies in the ...

Oracle’s (NYSE: ORCL) 2025 stock price action might suggest it is a hard pass for 2026, but that would be misreading the chart. The 2025 price correction came after a large inflow of capital, fueled ...

Oracle differentiates from its competition by offering customers a unique and flexible cloud infrastructure service. Per recent filings, the company just signed a new cloud deal for $30 billion in ...

Artificial intelligence (AI) dominated discussions at Oracle CloudWorld Tour Sydney last week, with executives showcasing the company’s AI strategy and its impact on Australian businesses. Oracle is ...

Oracle and NVIDIA are announcing a first-of-its-kind integration between NVIDIA accelerated computing and inference software with Oracle’s AI infrastructure and generative AI services, making over 160 ...