This $50 Billion AI Bet Is Either Oracle's Masterstroke or Its Biggest Mistake

Oracle’s revenue has been soaring during the AI boom. The company, a database management specialist, has greatly expanded and ...
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Nvidia Expands AI Agent Ecosystem With New Toolkit for Adobe, SAP, Salesforce

Nvidia unveiled its open-source Agent Toolkit at GTC 2026, adding OpenShell, AI-Q, and major partners including Adobe, SAP, and Salesforce.

Oracle Is Burning Cash in the Pursuit of "Hypergrowth." Is the AI Growth Stock a Buy Anyway?

Oracle is accelerating data center construction timelines and managing costs. It is justifying its spending by fulfilling highly profitable contracted capacity. Oracle’s cash burn is taking a toll on ...