Salesforce’s latest Q3 earnings report disputes that perspective, providing the initial concrete proof that traditional ...
We came across a bullish thesis on Smurfit Westrock Plc on The Forward Ledger’s Substack by Rosen Nedev. In this article, we ...
Money Market Fund Assets surged $132 billion last week to a record $7.654 TN - the largest increase since the week ended ...
Database administrators are reinventing themselves. Data roams freely, AI is advancing, and governance is lagging behind. Yet ...
The transcript of Oracle’s second quarter FY2026 earnings call is below: This transcript is brought to you by Benzinga APIs.
Oracle's CapEx-to-revenue ratio has gone from 13% in FY2024 to 37% in FY2025 to an estimated 75% in FY2026. But their CapEx-to-infrastructure revenue ratio can range from 101% to 206%. This is a tax ...
Oracle's ORCL strategic expansion of its cloud partnership with Amazon AMZN-owned Amazon Web Services (“AWS”) appears ...
AI generates code. AI favors straightforward, free databases like PostgreSQL. Consequently, intricate, costly platforms such ...
As ultra-high-net-worth individuals continue to multiply, with more than 200,000 people now exceeding $50M in assets globally, family offices face mounting operational complexity that their technology ...