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) ...
Oracle's cloud business is experiencing surging customer demand for AI computing power. The company believes its customer contracts could exceed a half-trillion dollars. Oracle founder Larry Ellison ...
Artificial intelligence (AI) demand remains red-hot heading into 2026. The global AI market is projected to reach over $1.7 ...
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 ...
Oracle is investing heavily in artificial intelligence, and it may be taking on too much risk in the process. Its top-line results fell short of expectations in its most recent quarter. The company ...
Given the back-to-back massive raises, despite retaining their investment-grade ratings, Oracle bonds are trading at levels ...
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