ORCL's AI data center push is driving 14% revenue growth and a record backlog, but $50 billion in capex and negative cash ...

AMZN's AWS is reaccelerating with 20% growth, a $200 billion backlog, and massive AI investments as it pulls ahead of ORCL in ...

Delinea, a provider of solutions for securing human and machine identities through centralized authorization, is acquiring StrongDM, a universal access management company purpose-built for modern ...

By the end of this decade, the most successful enterprises will be the ones that see AI and cloud as critical infrastructure, ...

Legendary investor Michael Burry is once again grabbing Wall Street’s attention—this time by turning bearish on Oracle (ORCL) ...

The world tried to kill Andy off but he had to stay alive to to talk about what happened with databases in 2025.

As vendors and solution providers alike in 2025 focused investment in growing practices in artificial intelligence, security ...

We came across a bullish thesis on Strive Asset Management, LLC on topsecretstocks’s Substack. In this article, we will ...

Hyperscaler Market Enters A New Growth Cycle As AI And Cloud Demand Accelerate - Financial News Media. Long-term contracts and growing AI workloads offer investors increased revenue stability and ...

As for the AI bubble, it is coming up for conversation because it is now having a material effect on the economy at large. Some accounts estimate that AI is driving 90% of US GDP growth, while others ...

Longleaf Partners, managed by Southeastern Asset Management, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.