Oracle Corporation (NYSE: ORCL) today announced fiscal 2026 Q2 results. Total Remaining Performance Obligations were up 438% year-over-year in USD to $523 billion. Total quarterly revenues were up 14% ...

Oracle advances cloud platforms and digital systems reflecting broad technology patterns seen in s&p 500 companies.

The Dow Jones and Russell 2000 hit record highs this past week, buoyed by a Fed rate cut and dovish Fed Chief Powell.

We came across a bullish thesis on Alvotech on Ridire Research’s Substack. In this article, we will summarize the bulls’ ...

Ben Graham knew what today’s bulls don’t: the higher is the imputed value of a firm’s intangibles, the lower is its return on ...

Nvidia has taken the top spot, largely due to its work in AI and graphics chips. Bitdefender, last year’s leader, is still ...

Oracle's CapEx-to-revenue ratio has gone from 13% in FY2024 to 37% in FY2025 to an estimated 75% in FY2026. But their CapEx-to-infrastructure revenue ratio can range from 101% to 206%. This is a tax ...

Yesterday we highlighted Oracle’s massive $455 billion cloud backlog and the question of whether infrastructure spending ...

Managing polymer melts and temperature variations is key to achieving product quality and operational efficiency.

Broadcom's strong Q4 results and AI infrastructure leadership offset minor margin pressure. Click here to read more about ...

Energy-related manufacturing, including transformers, solar trackers and wind turbine components, now contributes nearly 40% ...

Abel Carrasco arrived at Edscha Automotive’s Michigan plant in 2023 to a tight set of challenges. Production lines were ...