AI CapEx, OpenAI dependence, cash-flow pressure and valuation upside. Click for this ORCL update and see why I am bullish.

While Oracle's downgrade went under the radar for stock investors, one firm argues that equity investors should pay attention ...

Michigan Governor Gretchen Whitmer called for data center companies to sign a voluntary pledge ensuring they cover their own ...

Password's new Claude integration lets AI agents sign in to websites without exposing passwords, adding user approval and ...

Oracle billionaire and well-known yachting expert Larry Ellison might spend his summer aboard his 160-foot superyacht dubbed ...

Wedgewood Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter ...

The San Francisco Giants have had a very challenging first half of the 2026 MLB season. Despite a roster with a lot of ...

The petition to Sundar Pichai, the CEO, included more than 4,500 signatures and included calls for buyout options ...

Just one day after Governor Gretchen Whitmer announced a new plan aimed at ensuring data center companies cover their own ...

Oracle Corp.’s ambitions to dominate the artificial intelligence buildout are running into a key hurdle: funding a spending ...

That was the start of a post that looked at some of the fun/not fun stats from a bad first month of the season. Look at that ...

Password is launching a new Claude integration for Mac users today. It’s designed to let Anthropic’s AI agent sign ...