This May Not Be A Bubble, But Creative Destruction

This AI cycle is a story of Schumpeterian creative destruction as fragile IT consulting models face structural shifts. Check ...

Zeta Global Holdings Corp. (ZETA) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

Zeta Global Holdings Corp. ( ZETA) Morgan Stanley Technology, Media & Telecom Conference 2026 March 2, 2026 5:35 PM EST ...

Here's Why Oracle Stock Got Hammered Last Month

The market continues to stress the company's exposure to OpenAI, not least as Oracle's debt continues to balloon while its cash flow goes in the other direction.
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Catching Up with GraalVM: When “Faster Java” Turns into Patch Tuesday—and a Clean Break with Intel Macs

The story of GraalVM in early 2026: a project settling into a quarterly cadence, tightening its support matrix, and—thanks to Oracle—being very explicit about what it is no longer going to be.

Oracle Stock’s Path To New Highs

If Oracle maintains this pattern of aggressive short-term rallies, current shareholders could see significant upside from ...