AI is reshaping SaaS and consulting stocks. See why multiples are compressing, Oracle’s leverage risks, and how to spot winners by cash flow.

Katie Dulle, 35, is strategic initiatives program manager at Oracle and president of the Junior League of Cincinnati.

Azul has released its State of Java 2026 report (registration required), and it delivers mixed news on the future of Java.

The data center boom is sparking billion-dollar investments — and often controversy. But some developers are already zeroing in on a new target to fulfill the surging demand.

BNP Paribas weighs in on Oracle & Adobe after the enterprise software sell-off, covering Adobe’s AI monetization outlook and Oracle’s financing ...