The April 2026 Oracle CPU includes 481 new security patches addressing 450 unique CVEs across 28 product families.

Oracle announced a new suite of agentic applications, and they should help Oracle maintain its competitive edge for the long run.

Oracle has introduced new agentic AI capabilities for its AI Database platform, designed to integrate AI agents directly with operational databases and analytic lakehouses for real-time enterprise ...

White Falcon's strategy is to invest in the most essential software companies that possess more than one source of ...

Google used Cloud Next '26 to announce agent platforms, new TPUs, cross-cloud infrastructure, networking and data services aimed at AI workloads.

Is ACMR a good stock to buy? We came across a bullish thesis on ACM Research, Inc. on Thinking Tech Stocks’s Substack. In ...

Third Point Management, a New York-based investment advisor, released its first-quarter 2025 investor letter. Third Point ...

Oracle slashes up to 30,000 jobs and piles on $130B in debt to fund an AI infrastructure bet, with $553B in backlog but negative cash flow through 2028.

Google Cloud Next 2026 unveiled a new $750 million partner fund, Gemini Enterprise Agent Platform, next-gen Tensor Processing ...

Google’s strength lies in its "full-stack" integration, from TPUs to Gemini models, and in strong insights into enterprise data, Kurian said. ・Google Cloud is no longer just infrastructure, but a ...

NGX Storage’s CEO and founder, Beyhan Çalışkan, outlines how a Turkish‑born storage vendor has grown into a multi‑continent ...