This May Not Be A Bubble, But Creative Destruction

This AI cycle is a story of Schumpeterian creative destruction as fragile IT consulting models face structural shifts. Check ...

Zeta Global Holdings Corp. (ZETA) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

Thanks, everyone, for joining us at Day 1 of the Morgan Stanley TMT Conference. My name is Katie Keyser. I'm on the software research team here at Morgan Stanley. Super excited to be joined by the ...

Here's Why Oracle Stock Got Hammered Last Month

The market continues to stress the company's exposure to OpenAI, not least as Oracle's debt continues to balloon while its cash flow goes in the other direction.

Is Oracle Stock The New King Of Cloud Growth?

While Oracle has traditionally been viewed as a legacy database provider, its aggressive pivot toward Oracle Cloud ...

Oracle Stock’s Path To New Highs

If Oracle maintains this pattern of aggressive short-term rallies, current shareholders could see significant upside from ...
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Jefferies analyst: Oracle down 50% but in ‘better spot’ with accelerating growth

Oracle (NYSE:ORCL) has had a brutal run since its moment in the AI spotlight. But Jefferies analyst Brent Thill isn’t running away from it. He just reiterated his Buy rating on the stock, and while he ...