Six data shifts that will shape enterprise AI in 2026

In 2026, contextual memory will no longer be a novel technique; it will become table stakes for many operational agentic AI ...

Oracle (ORCL) Valuation Check as AI Data Center Spending and OpenAI Ties Reshape Its Risk‑Reward Profile

Oracle (ORCL) is back in the spotlight as it doubles down on AI data center spending tied to OpenAI, a strategy that boosts ...

Short Oracle To Hedge AI Credit Risk? Expert Explains 'Cheap Proxy' Trade For Broader AI Sector Risks

Expert Ali Meli explains why investors short Oracle as a 'cheap proxy' to hedge AI credit risk, citing OpenAI exposure and ...

Insider Decision: Clayton M Magouyrk Offloads $1.93M Worth Of Oracle Stock

What Happened: Magouyrk's decision to sell 10,000 shares of Oracle was revealed in a Form 4 filing with the U.S. Securities and Exchange Commission on Wednesday. The total value of the sale is ...

Data 2026 outlook: The rise of semantic spheres of influence

As for the AI bubble, it is coming up for conversation because it is now having a material effect on the economy at large.
Wall Street Journal

Oracle Corp.

The Price to Earnings (P/E) ratio, a key valuation measure, is calculated by dividing the stock's most recent closing price by the sum of the diluted earnings per share from continuing operations for ...
Barron's

Advanced Micro Devices Inc.

About Advanced Micro Devices Inc. Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and ...