Oracle is betting on its database dominance, AI vision, and massive data center investments in a bid to overtake current ...

Cloudflare targets cloud disruption with JavaScript optimization & no egress fees. Click here to find out why I rate NET ...

Enterprises are not as swayed today by fancy new bells and whistles from the Big Three cloud providers. They want commodity ...

INTU emerges as a superior stock pick for H2 2025. AI-driven growth and recurring revenues deliver better upside potential.

Alphabet Inc. has made a big move in its bid to bolster its standing in the cloud computing business by hiring Oracle Corp.

SAP's financials are robust, with double-digit revenue growth, strong margins, and a solid capital structure. Find out why ...

CoreWeave is the poster child of the AI infrastructure boom. With over 250,000 GPUs across 30+ data centers, billion-dollar ...

Google's parent Alphabet Inc appoints new cloud finance chief Bar-Nathan in June 2025. He has experience at Oracle Cloud and Microsoft Cloud.

More businesses are deploying identity protection services to shield privileged data, according to a Tenable report.

Meanwhile, Oracle's AI business has been growing in leaps and bounds, pushing it into the league of those AI leaders. I'll ...

The demand for cloud computing infrastructure used to help train artificial intelligence (AI) models and deploy them into ...

Despite secular growth prospects for the Semiconductor - General industry, rich valuations keep us on the sidelines. NVDA and TXN are worth tracking.