The fund increased its Oracle position to 10.0% of 13F assets under management. Top holdings after the filing: NASDAQ:MSFT: $114.08 million (47.8% of AUM) NASDAQ:AAPL: $31.20 million (13.1% of AUM) ...

Tech company Oracle (NYSE: ORCL) has lived many lives since its founding in 1977. It initially gained success as a database software company, then made a number of acquisitions that brought it into ...

The proliferation of artificial intelligence (AI) turned out to also be a boon for some legacy tech companies looking for their next big growth driver. Stalwarts like Oracle (NYSE: ORCL) and Dell ...

Oracle's data center infrastructure is world-class. Other business segments aren't growing nearly as fast for Oracle. Oracle's revenue growth has historically been well below market average. But how ...

Oracle's cloud infrastructure grew impressively last quarter, suggesting that it is successfully converting its solid backlog into revenue. The tech giant has raised its revenue forecast for the next ...

Microsoft and Oracle both hold key contracts with OpenAI and other generative AI developers. Cash flow could be a key factor in the race to build out capacity. One has a much more attractive valuation ...

The hot artificial intelligence (AI) sector caused many stocks to soar. Among these are veteran tech firm Oracle (NYSE: ORCL) and semiconductor giant Nvidia (NASDAQ: NVDA). Oracle shares are up about ...

Artificial intelligence (AI) has brought out some unlikely candidates as top investments. Oracle (NYSE: ORCL) has quietly become a leader in the space, and its stock has done tremendously well, as it ...