AI is my edge. Most investors know me for my firm’s Core Earnings research, a proprietary measure of earnings that adjusts for accounting tricks that mislead investors about corporate profits. The ...
Members of the House Subcommittee on Appropriations - General Administration grilled interim program executive Anna Hui and other MOVERS leaders about the project’s reset in both timing and scope, ...
Oracle co-CEO Mike Sicilia and Chief Technology Officer and co-founder Larry Ellison dismissed concerns around a “SaaSpocalypse” of more traditional enterprise software-as-a-service vendors getting ...
Companies are spending enormous sums of money on AI systems, and we are now at a point where there are credible alternatives ...
The TPU systems are expected to account for nearly 78% of AI servers shipped to Google, maintaining the company’s leadership in ASIC adoption ...
The recent NetSuite SuiteConnect event in New York City built on themes from its late 2025 user conference, SuiteWorld, and featured their new AI capabilities.
This AI cycle is a story of Schumpeterian creative destruction as fragile IT consulting models face structural shifts. Check ...
Zeta Global Holdings Corp. ( ZETA) Morgan Stanley Technology, Media & Telecom Conference 2026 March 2, 2026 5:35 PM EST ...
In 2026, Beamr plans to build the foundations of its long-term growth by further developing solutions for video data in AI systems - both for human viewers and for machine vision Herzliya, Israel, Feb ...
Investing.com -- Oracle Corporation (NYSE:ORCL) shares fell 4.7% Monday amid broader tech sector weakness and following a report from The Information raising questions about the Stargate AI data ...
Investing.com -- Oracle Corporation (NYSE:ORCL) shares fell 4.7% Monday amid broader tech sector weakness and following a report from The Information raising questions about the Stargate AI data ...