Oracle and Workday have some encouraging growth opportunities as a result of artificial intelligence.
The fund increased its Oracle position to 10.0% of 13F assets under management. Top holdings after the filing: NASDAQ:MSFT: $114.08 million (47.8% of AUM) NASDAQ:AAPL: $31.20 million (13.1% of AUM) ...
Oracle has evolved from a stodgy legacy software company to a cloud-first service provider. The company is winning massive multiyear cloud contracts with leading hyperscalers. Oracle is taking on debt ...
Oracle is on its way to becoming the best cloud for AI and high-performance computing. Oracle multicloud is cutting networking complexity and reducing data transfer latency. OpenAI will need to raise ...