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

Oracle shares have been battered by OpenAI jitters and a broader software selloff, but one analyst argues the market has overcorrected.

The global economy is in the middle of a glow-up, and the fuel isn’t oil barrels or factory floors, it’s raw, restless data.

Permissions for agentic systems are a mess of vendor-specific toggles. We need something like a ‘Creative Commons’ for agent ...

Microsoft Corporation is upgraded to Buy due to a strong moat and revenue growth with a 36% upside to $545 fair value. Read ...