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 ...

Apple’s stock faced headwinds earlier in 2025 because of sluggish iPhone sales, weaker consumer spending in China, and ...

The Monetary Authority of Singapore’s cloud advisory, part of its 2021 Technology Risk Management Guidelines, advises ...

Britain's 10-year bond yield, which hit a 16-year high of 4.95% at the start of 2025 is expected to come down to 4.32% by the ...

On December 10, Oracle released its results for the second quarter of fiscal year 2026. The company posted revenue of $16.1 billion, a 14% year-over-year increase, though this figure narrowly missed ...

While the promised gains from AI might be realized over decades, investors are losing patience with high-growth AI stocks ...

We came across a bearish thesis on First Watch Restaurant Group, Inc. on Valueinvestorsclub.com by anonymouscashflow. In this ...

Through better cross-team collaboration and increased efficiency, ERP software can help scale up your business and provide more sustainable growth. As ERP software standardizes and automates internal ...

Oracle said talks for an equity deal to support its Michigan data center project remain on schedule and do not include Blue ...

Oracle struck about $150 billion worth of lease commitments on data centers in the three months ending November, it revealed in securities filing late last week, a sign it is preparing for the cloud ...

Site automation, agentic artificial intelligence and cloud connectivity will continue to change the role of the contractor from one of builder to conductor of all construction processes in 2026.

As enthusiasm for AI matures, markets seem increasingly willing to distinguish between growth stories supported by budget ...