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) ...

Oracle Cloud Infrastructure (OCI) revenue is growing 66% year over year (YOY), and its backlog has exploded to over $523 ...

The hot artificial intelligence (AI) sector caused many stocks to soar. Among these are veteran tech firm Oracle (NYSE: ORCL) and semiconductor giant Nvidia (NASDAQ: NVDA). Oracle shares are up about ...

The market is worried that the company's huge AI spending won't lead to meaningful value creation.

The demand for cloud computing infrastructure used to help train artificial intelligence (AI) models and deploy them into production is increasing at an incredible pace. It's one of the main reasons ...