Oracle Cloud Infrastructure (OCI) is growing fast, with revenue up over 50% year-over-year, though it still holds a smaller ...

Oracle holds a solid spot in the market, particularly strong in database technology, which is a big advantage as cloud ...

Overview: Cloud ERP adoption is accelerating in 2025 as companies shift from legacy systems to scalable, AI-powered platforms ...

We came across a bullish thesis on SAP SE on Cas and DualEdge Invest’s Substack. In this article, we will summarize the bulls ...

This improvement signals that SAP is outperforming 90% of its peers in historical earnings and revenue expansion, highlighting robust operational health even as the stock faces downward price pressure ...

An internal survey reveals that many employees have lost faith in the executive board and the company strategy.

Key IoT Software market opportunities include the shift to platform-centric ecosystems focusing on device lifecycle management, edge-cloud orchestration, and AI analytics. Rapid growth is seen in edge ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. I began the conversation with Lee by noting how rarely ...

LONDON, Nov 17 (Reuters) - Boaz Weinstein's Saba Capital Management has sold credit derivatives in recent months to lenders seeking protection on big tech names like Oracle and Microsoft due to ...

Dip-buyers stepped in for big tech stocks Friday, with shares of some mega-cap giants paring early declines. That lifted the Nasdaq composite all the way back into the green on the day. Microsoft and ...

Predictions of enterprise resource planning’s (ERP’s) demise are not new. Client-server was supposed to kill the mainframe, cloud was meant to kill on-premise ERP, and best-of-breed applications were ...

Microsoft and Oracle both hold key contracts with OpenAI and other generative AI developers. Cash flow could be a key factor in the race to build out capacity. One has a much more attractive valuation ...