Oracle shares slide 11% as AI data center capex surges to $12 billion, pushing FY26 spending to $50 billion amid slower cloud ...

Rising outlays are taking longer to translate into cloud revenue than investors want. Read more at straitstimes.com. Read more at straitstimes.com.

It’s not every day we write about debt in this newsletter, but tech investors are increasingly paying attention to credit as ...

China’s leaders have for the first time explicitly committed to reversing a fall in investment, one of main drivers of growth ...

Shares in Larry Ellison’s database company fell as much as 16 per cent on Thursday, before trimming its losses to close down ...

At General Dynamics Electric Boat, Ship OS tools cut submarine schedule planning from roughly 160 manual hours to less than 10 minutes.

Did people complain – and by people, we mean Wall Street – as the world’s largest bookseller invested huge amounts of money ...

As Oracle pours billions into AI data centers, enterprises may face rising costs — but Oracle too is in a tight spot, which ...

One downside of enterprise AI is that many systems still function as a black box — they produce results but offer little visibility into how they reached them. NetSuite is designing its systems around ...

Trading in Oracle credit default swaps (CDS), which has ‍exploded in the last year and are near their ​most expensive on record, tell a less upbeat story than its shares. WHAT IS A CDS ANYWAY?

Oracle just posted massive Q2 FY2026 earnings — including a 438 percent surge in remaining performance obligations and cloud ...

Before we get to today’s column, we have to mention Disney and OpenAI’s big partnership announcement this morning. As part of ...