KeyBanc expects Oracle's cloud capex conversion rates to outperform AWS and Azure, signaling growth potential.
KeyBanc analysts, led by four-star analyst Jackson Ader, believe that Wall Street is underestimating the amount that tech firm Oracle ($ORCL) will ...
The US Navy has revealed that it is unable to separate its custom-built cloud system from the Microsoft Azure environment ...
Goldman Sachs reiterated Amazon.com as a top pick ahead of third-quarter earnings, saying that investors are underestimating the growth and profit potential of its cloud computing unit, Amazon Web ...
Zoho Corp founder and Chief Scientist Sridhar Vembu on September 30 said that all Indian customer data is stored within the ...
An enterprise-centric recurring business can prove to be more resilient than consumer-exposed business models in an uncertain ...
CoreWeave faces stiff competition from the likes of Oracle and Nebius Group. Securing Meta Platforms as a major customer ...
Amazon Web Services faces its biggest hurdles in years as competition mounts from Microsoft, Alphabet, and Oracle.
Discover why Microsoft stock may be overvalued, with rising competition and AI challenges impacting growth. Read my analysis ...
The global AI inference PaaS market is anticipated to be valued at USD 18.84 billion in 2025 and USD 105.22 billion by 2030, ...
One executive who has never been one to mince words or avoid expressing blunt opinions is Elon Musk. In recent years, he has ...