The stock is re-rating on two concrete catalysts: (1) expanded Bloom Energy capacity procurement up to 2.8GW (1.2GW already ...
Last week Oracle received a warrant to buy nearly $400 million in Bloom Energy's stock, which jumped on Monday after the ...
Oracle committed to a Capex plan so aggressive that trailing FCF went negative to $24.7B on a TTM basis as of Q3 FY26. See ...
Oracle released an array of new agentic applications for enterprises covering finance, supply chain management, human ...
Over the last week, we have seen many of the beaten down software giants come back to life. Some of you may have dabbled in ...
Oracle shares have surged this week amid a broader market rally, after a difficult start to the year. The cloud computing ...
A laid-off senior principal technical account manager at Oracle shared her layoff experience and the lessons that are helping her to pivot quickly.
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