Peter Gratton, Ph.D., is a New Orleans-based editor and professor with over 20 years of experience in investing, risk management, and public policy. Peter began covering markets at Multex (Reuters) ...

Oracle 计划在今年通过债务和股权组合筹集 450 亿至 500 亿，以加速面向 AI 工作负载的云建设，这一举措凸显了在算力竞赛中保持竞争力的成本。公告发布后股价波动，投资者在衡量融资规模、摊薄前景以及标志性 AI 客户的需求是否会足够快到位以覆盖费用。

Welcome back! The dollar is down and gold is up, prompting chatter about a “sell America” trade. At Breakingviews, we don’t see much evidence of it. Let us know what we’re missing. Was this newsletter ...

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It ...

The database is no longer just where data lives, but where context gets assembled – and in AI, context is everything.

AI is changing the way we think about databases. You can’t have reliable AI agents without reliable data infrastructure.

A Solutions Architect explores the harsh realities of de-identifying sensitive data by creating custom scripts, including the ...

Summary: Sovereign AI and sovereign cloud deployments are accelerating as governments treat data, compute, and model access as strategic assets amid rising geopolitical tension and jurisdiction risk.