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) ...

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 ...

The demand for cloud computing infrastructure used to help train artificial intelligence (AI) models and deploy them into production is increasing at an incredible pace. It's one of the main reasons ...

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.