U.S. software company Oracle Corporation on Tuesday reported strong financial results for the third quarter of fiscal year 2026, driven by rapid growth in cloud services and rising demand for ...

This Q3 was the first quarter in over 15 years where organic total revenue and non-GAAP earnings per share both grew at 20% or more in USD. Cloud revenue was at the high end of our guidance, total ...

Oracle co-CEO Mike Sicilia and Chief Technology Officer and co-founder Larry Ellison dismissed concerns around a “SaaSpocalypse” of more traditional enterprise software-as-a-service vendors getting ...

Amazon.com, Inc. trades at a forward PE of 27.5, with Wall Street's $280 price target implying 33% upside from current levels. Read more on AMZN stock here.

The global data center market is expanding rapidly, expected to be valued at around US$347.3 billion in 2026 and projected to reach US$801.5 billion by 2033, growing at a CAGR of 12.7% during the ...

The recent NetSuite SuiteConnect event in New York City built on themes from its late 2025 user conference, SuiteWorld, and featured their new AI capabilities.

Long-time readers of mine know that my favorite fundamental stories are “pick and shovel” investments. For instance, during the gold rush, the businesses that sold the picks, shovels, and denim jeans ...

The global data center market is expanding rapidly, expected to be valued at around US$347.3 billion in 2026 and projected to reach US$801.5 billion by ...

The cloud and AI specialist beat expectations and increased its guidance for next fiscal year.

As the Founder & CEO of BookSmarts, Groberg is always looking for ways to think outside the box. She says she’s always asking, “What else? What could we do differently?” ...

Workday (WDAY) trades at half its historical multiple despite strong retention, free cash flow and AI monetization—see why the selloff may be overdone.

Transaction expected to deliver substantial benefits for customers, workers and employees across North America and enhance value for shareholders of both companies Estimated to generate approximately ...