ORCL's AI backlog surge lifts revenue visibility as cloud jumps 34% y/y and $4B in new AI deals fuel the fiscal 2027 growth outlook.

AI advances trigger software selloffs as infrastructure software trades at 11x sales, offering a mispriced buy opportunity.

Looking back, it almost seems like a dream. On Aug. 31, 2020, the U.S. had just surpassed six million COVID-19 cases, people ...

OpenAI's $110B funding includes AWS as the exclusive third-party distributor for the Frontier agent platform, introducing an ...

We'll examine real tools (from classic methods to cutting-edge solutions) and identify where hidden costs lurk.

Salesforce CEO CRM Marc Benioff said on Wednesday that warnings about AI-driven mass white-collar layoffs were overblown. By ...

Is MNDY stock a good buy right now? We came across a bullish thesis on monday.com Ltd. on Compounding Your Wealth’s Substack ...

The volatility of US tech stocks isn't just driven by speculation. It's driven by the not entirely unfounded feeling that AI could challenge entire business models.

Morgan Stanley Technology, Media & Telecom Conference 2026 March 2, 2026 2:30 PM ESTCompany ParticipantsEd Grabscheid - ...

Google delivers what users have long awaited on Android; OpenAI launches GPT-5.4 with advanced reasoning and programming capabilities.