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 Cloud Infrastructure (OCI) revenue is growing 66% year over year (YOY), and its backlog has exploded to over $523 billion on the back of massive AI contracts with Meta Platforms, Nvidia, and ...

The cloud computing competitor trades for a lower valuation than its bigger peers.

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 ...

Shares of Dell and Oracle have pulled back, but AI is going to give their businesses a nice lift. Oracle's revenue pipeline has improved as customers use its cloud infrastructure for their AI models.

The cloud infrastructure market got a nice boost over the past two years thanks to the growing adoption of artificial intelligence (AI). Companies across the globe have been using cloud services to ...