Oracle tackles database infrastructure with its Globally Distributed AI Database, aiming to ensure zero data loss for mission ...

Oracle AI Database 26ai introduces Platinum and Diamond availability tiers, post-quantum cryptography, and AI agent data ...

The April 2026 Oracle CPU includes 481 new security patches addressing 450 unique CVEs across 28 product families.

Utilities are under pressure to fund massive infrastructure investment while keeping service affordable and proving ROI on every dollar spent. In response, Oracle continues to innovate across its ...

Oracle announced a new suite of agentic applications, and they should help Oracle maintain its competitive edge for the long run.

Oracle has introduced new agentic AI capabilities for its AI Database platform, designed to integrate AI agents directly with operational databases and analytic lakehouses for real-time enterprise ...

White Falcon's strategy is to invest in the most essential software companies that possess more than one source of ...

Is PENG a good stock to buy? We came across a bullish thesis on Penguin Solutions, Inc. on InfoArb Sheets’s Substack. In this ...

Wall Street has a short memory and an even shorter fuse. When a stock cracks, conviction tends to follow price, not the other ...

Is NVMI a good stock to buy? We came across a bullish thesis on Nova Ltd. on Thinking Tech Stocks’s Substack. In this article ...

Google used Cloud Next '26 to announce agent platforms, new TPUs, cross-cloud infrastructure, networking and data services aimed at AI workloads.

Editor’s note: “What the AI Demand Data Says That the Market Doesn’t” was previously published in March 2026 with the title, “$1 Trillion In AI Demand, and the Market Is Looking the Other Way.” It has ...