Oracle Corporation is a leading global provider of cloud infrastructure and enterprise software solutions. The company specializes in database management systems, which allow organizations to efficiently store and manage their data. Additionally, Oracle offers a wide range of applications covering areas such as customer relationship management, enterprise resource planning, and supply chain management. With a strong focus on cloud computing, Oracle enables businesses to leverage advanced technologies like artificial intelligence and machine learning to enhance their operations and drive innovation. The company's solutions are utilized by organizations of all sizes across various industries, helping them to streamline processes, improve decision-making, and achieve digital transformation. Read More
The Trump administration plans executive actions to boost energy infrastructure, addressing AI-driven power demand. Efforts include grid upgrades, federal land use, and a national AI strategy.
Advanced Micro Devices' advantages to NVIDIA put it at an inflection point with the MI400 line due out next year; soon, AMD will come in rack-scale solutions.
Warren Buffett's Berkshire Hathaway Inc. (NYSE: BRK-A) (NYSE: BRK-B) is no longer enjoying the "Buffett premium" that once made its stock a hot commodity, according to analysts.
Oracle is well-positioned to accelerate its growth, and its stock price reflects this; analyst and technical signals suggest a move above $300 is coming soon.
HCLTech and AMD announced a strategic alliance to accelerate enterprise digital transformation through AI, digital, and cloud solutions. Co-investing in labs and training, they aim to provide innovative tools and reskilling for navigating the evolving digital landscape.
The S&P 500 is likely to outperform its lowered bar for earnings growth in Q2. The risk to the market is the impact of tariffs and trade relations on guidance.
