Oracle: Low Enough Expectations For Q2 Upside (Rating Upgrade)

Oracle's relative underperformance vs. AI and cloud peers reflects a valuation and narrative reset, not a deterioration in ...

Visual DB Partners with SQLite to Bring a Modern UI to the World's Most Widely Deployed Database

Visual DB today announced a new partnership with SQLite, the embedded relational database engine used in billions of devices ...

Oracle: Why This Selloff Looks Like An Early Christmas Gift

Oracle stock drops 45% from its AI-fueled high, but robust software margins and corrected valuation signal a Buy opportunity ...

Headless vs. native semantic layer: The architectural key to unlocking 90%+ text-to-SQL accuracy

In the meantime, the big question for data leaders is where to implement this logic. The market has split into two ...

Oracle debt becomes a pressure point in AI spending race

Morgan Stanley credit analysts Lindsay Tyler and David Hamburger describe several fault lines: a growing gap between spending and available funding, a balance sheet that continues ...