Oracle plunged over 10% post-Q2 despite strong cloud growth and surging RPO, as investors question AI capex and cash flow sustainability. Cloud Infrastructure revenue soared 68%, and RPO exploded 438% ...
Anyone wanting reassurance that building the infrastructure for artificial intelligence isn’t going to break the bank, won’t have enjoyed Oracle Corp.’s latest earnings report. Wall Street’s de facto ...
Did people complain – and by people, we mean Wall Street – as the world’s largest bookseller invested huge amounts of money to transform itself into an alternative to driving to Wal-Mart? Or, better ...
Posts from this topic will be added to your daily email digest and your homepage feed. OpenAI’s Gemini 3 response is coming sooner than expected. OpenAI’s Gemini 3 response is coming sooner than ...
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