An interview with MoffettNathanson’s Robert Fishman about the current state of Hollywood, including Netflix, Paramount, YouTube, Disney, and Amazon.

Microsoft is seeking to commoditize its complements, but Anthropic has a point of integration of their own; it’s good enough that Microsoft is making a new bundle on top of it.

The Android Auto and CarPlay ecosystem keeps expanding; Oracle is the latest big name to announce a big release specifically aimed at drivers ...

This award follows a $581 million contract with Amazon Web Services as the Air Force continues to build out its multi-cloud infrastructure. The Air Force has added another major cloud service provider ...

Shares of Oracle were stuck in a downward spiral for months, but the tide may be finally turning for the software and cloud giant. Oracle’s stock has plunged roughly 50% from its September peak — ...

Oracle Corp. today unveiled dozens of new prebuilt artificial intelligence agents across its Fusion Cloud Applications suite, spanning marketing, sales, service and supply chain functions. The more ...

SYDNEY--(BUSINESS WIRE)--Enterprises across Asia Pacific are rapidly adopting Oracle Cloud Infrastructure (OCI) and Oracle Fusion Applications to modernize legacy systems, strengthen compliance and ...

Oracle Corp. (ORCL) is rapidly transforming into a capital-intensive hyperscaler, facing margin compression and negative free cash flow despite robust cloud demand. Q2 FY2026 saw cloud infrastructure ...

Oracle (ORCL) cloud services now represent 77% of total revenue and grew 55% year-over-year. GPU consumption revenue surged 336%. Oracle’s remaining performance obligation hit $97.3B in Q2 FY2025.

Salesforce CRM and Oracle ORCL are two of the biggest names in the cloud software market. Both companies offer powerful, enterprise-grade platforms spanning customer relationship management, ...

My job is really very easy. A simple enough statement, but coming from the man who’s just stepped into Safra Catz’s shows as the new co-CEO of one of the biggest enterprise software companies in the ...