Data platforms have moved from static, disconnected systems to integrated environments where analytics and real-time data ...
Oracle faces cloud competition and earnings volatility, yet AI-driven infrastructure growth and strong cash flow aim to power ...
The venture capital heavyweight sold his last start-up, Aconex, to Oracle for $1.6 billion. Now he is developing software to ...
Oracle, Intuitive Surgical and Analog Devices lead fresh research as cloud growth, robotic momentum and AI tailwinds battle margin and tariff risks.
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Data infrastructure stocks Q4 earnings review: Teradata (NYSE:TDC) shines
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results ...
Explore the leading data orchestration platforms for 2026 with quick comparisons, practical selection tips, and implementation guidance to keep your data pipelines reliable and scalable.
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Unpacking Q4 earnings: Elastic (NYSE:ESTC) in the context of other data infrastructure stocks
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take ...
We came across a bullish thesis on GitLab Inc. on R. Dennis’s Substack by OppCost. In this article, we will summarize the bulls’ thesis on GTLB. GitLab Inc.’s share was trading at $26.70 as of March ...
From RAN optimization to agentic AI integration, telecom operators are transforming networks into self-directed, intelligent infrastructure powered by AI.
The future of decentralized finance (DeFi) has gone beyond just smart contracts with the mass adoption of artificial intelligence (AI). There is now a growing ...
Brown Capital Management, an investment management company, released its fourth quarter 2025 investor letter for “The Brown Capital Management Small Company Fund”. A copy of the letter can be ...
Oracle plans thousands of layoffs as it ramps AI data center spending and targets $45–$50B for cloud capacity.
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