This article first appeared on GuruFocus. Evercore on Monday highlighted Microsoft (NASDAQ:MSFT), Salesforce (NYSE:CRM) and Oracle (NYSE:ORCL) as its top enterprise software picks for 2026, citing ...

Oracle (ORCL) stock had a volatile 2025, recently seeing a sharp sell-off from record highs. Despite Oracle's turbulence, Guggenheim Securities senior research analyst and senior managing director of ...

Every time Joe publishes a story, you’ll get an alert straight to your inbox! Enter your email By clicking “Sign up”, you agree to receive emails from Business ...

Software stocks might not be a very popular way to play the artificial-intelligence trade today, but that could soon change. Back To Top ...

'We see 2026 as the year that investors begin to shift their focus from hardware to software positions,' an HSBC analyst writes Oracle's vectorized database will prove to be a key advantage as the AI ...

Oracle's debt is rising as cash flies out the door to fund AI data centers. The company already has a debt-heavy balance sheet, and it will need to borrow more to fund its AI infrastructure contracts.

Oracle (ORCL) stock slid in Thursday premarket trading, as investors were disappointed by the cloud software giant's current quarter guidance and increased spending forecast for 2026. In light of ...

RUNNING A GIANT software business used to be fun. Sure, coming up with a great product was a grind. But once you had one that customers could not live without—be it Microsoft Office, Amazon.com, ...

Volvo Car AB is looking for partnerships for its new central software stack that’ll run on all of its future electric models, a sign the carmaker has overcome earlier coding glitches that delayed ...

This year, about 45 percent of the revenues at Big Blue will come from software. But IBM wants to push this up to half of revenues and then onwards from there. IBM also wants to find the modern AI era ...

Oracle is aggressively building out AI data centers, most notably for OpenAI under a massive multi-year deal The company's balance sheet is already loaded with debt, and more debt is being piled on to ...

Some software shows are all about the vendor, the technology and/or the evening parties. Oracle’s AI World event certainly had many of the usual conference components but this event differed in that ...