Oracle's stock surge is driven by AI hype, but revenue challenges and concentration risks suggest it’s overvalued. Click for ...

Oracle's overall revenue increased 12% to $14.93 billion, which missed the $15.04 billion analyst consensus by less than 1%. Cloud revenue jumped 28% to $7.2 billion. Within the cloud segment, cloud ...

Microsoft released 86 patches this week with updates for Office, Windows, and SQL Server. But there were no zero-days, so there’s no “patch now” recommendation from the Readiness team this month. This ...

The analyst also highlighted that although the profitability of AI workloads is a key debate, it remains clear that Oracle ...