The cloud infrastructure market got a nice boost over the past two years thanks to the growing adoption of artificial intelligence (AI). Companies across the globe have been using cloud services to ...
The fund increased its Oracle position to 10.0% of 13F assets under management. Top holdings after the filing: NASDAQ:MSFT: $114.08 million (47.8% of AUM) NASDAQ:AAPL: $31.20 million (13.1% of AUM) ...
As a long-standing titan among tech stocks, Oracle has successfully shifted its focus from legacy database software to modern cloud infrastructure. The company sells a wide range of cloud applications ...
AI stocks took a hit in 2026, creating an opportunity to pick up shares of Palantir Technologies and Oracle at a discount. Palantir and Oracle are enjoying AI-fueled customer demand for their ...