Oracle is experiencing its strongest growth phase in two decades, driven by increased demand for its AI and cloud services. This surge indicates a significant shift in Oracle's market position and strategic focus. The c…
MongoDB's CEO Dev Ittycheria has stepped down and been replaced by CJ Desai, formerly of Cloudflare. This leadership change signals a potential shift in strategic direction, particularly concerning cloud services and en…
Recent analyst ratings for Nvidia, Microsoft, Apple, and Tesla reveal nuanced perspectives on their market positions. While some analysts maintain positive outlooks, others express caution due to valuation concerns and …
Analysts are increasingly optimistic about Microsoft's future, driven by its strong performance in AI and cloud computing. This analysis explores the factors contributing to this positive outlook and potential challenge…
Amazon's Q3 cloud growth is under scrutiny as competition intensifies. Analysts are watching to see if Amazon can reignite growth in its cloud division amid economic headwinds and increased competition. The analysis foc…
Oracle's stock dipped due to reports of thin margins on Nvidia chips used in their cloud infrastructure, raising concerns about the profitability of their cloud business and contributing to broader market anxieties refl…
Oracle's cloud business is showing promising growth, fueled by strategic acquisitions and a focus on AI infrastructure. However, challenges remain, particularly in securing sufficient Nvidia GPUs to meet growing custome…