Is the union between Oracle and BlueKai, in the words of Ovum Research Senior Analyst Gerry Brown, a case of “the cat amongst the pigeons?” There might be some credence to the idea. As Brown points ...

After the White House released its draft report on IT modernization at the end of August, the Office of American Innovation and American Technology Council solicited public comments on the document.

Oracle (ORCL) is rated 'Buy' due to a major valuation dislocation versus its $523B RPO backlog, despite recent CapEx-driven ...

Oracle (ORCL) downgraded: high debt, negative cash flow, and reliance on OpenAI contracts raise investment risk.

Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” second quarter 2025 investor letter. A copy of the letter can be downloaded here. The market sentiment ...

Truth be told, it's a bit of a letdown but Oracle today revealed the extent of its financial relationship with "commentators" during its recently concluded court case with Google. The court had issued ...

Microsoft has responded to a high-profile put-down by Google CEO Larry Page, but Oracle, at least for now, won’t be drawn into a public fight with the executive. Page criticized Microsoft and Oracle ...

Oracle reports Q3 financial results after market close Monday. A market strategist highlights the high volatility of the stock on earnings days. See how Matt Maley is positioning for post-Fed ...

As regular DCD readers know, not all data centers are born equal, a fact that - in the competitive world of cloud computing - can lead to disputes over which company has ‘the best’ service. In this ...

Microsoft has responded to a high-profile put-down by Google CEO Larry Page, but Oracle, at least for now, won’t be drawn into a public fight with the executive. Page criticized Microsoft and Oracle ...