Baron Capital, an investment Management Company, released its fourth quarter 2025 investor letter for its “Baron Opportunity Fund”. A copy of the letter can be downloaded here.

The bottom line: We raise our fair value estimate for narrow-moat Oracle to $220, from $215 previously, based on ...

Demand for training artificial intelligence (AI) models on OCI benefits Oracle's application software-as-a-service (SaaS) ...

Investors have worried about AI spending.

Oracle’s first quarter saw strong momentum, with revenue and non-GAAP profit both outpacing analyst expectations. Management attributed the outperformance to accelerating adoption of its AI-powered ...

More than 500 developers are urging Oracle to consider a vendor-neutral foundation for MySQL, warning that limited community ...

Investors’ fears that AI could dampen spending on traditional business applications have wreaked havoc on the shares of companies like Salesforce, ServiceNow and Workday. But Oracle executives this ...

Re-Quest, Inc. was Named to CRN MSP 500 List in the Pioneer 250 Category for the 3rd Time in a Row in 2026 We cannot ...

But Oracle has promised to make development of the Community Edition of the database more transparent and inclusive, and to ...

Oracle on Tuesday predicted that the AI data ​center boom will power its revenue above Wall Street estimates well into 2027, sending its shares up 8.3% in extended trading.

Oracle has made itself the king of the data center. It’s the fastest growing in the space.” That’s a strong statement, but the numbers behind it are hard to argue with. Oracle (NYSE:ORCL) has quietly ...