TCW funds, an investment management company, released its “TCW Concentrated Large Cap Growth Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

The ongoing artificial intelligence (AI) investment cycle, where companies are investing billions of dollars in data centers and other infrastructure, has propelled AI chip leader Nvidia (NASDAQ: NVDA ...

Oracle ( ORCL +0.60%) is signing mega-deals to deliver AI infrastructure to hundreds of clients. The company's remaining ...

Oracle’s ORCL second-quarter results missed our expectations on multiple fronts. Cloud Applications’ 11% growth saw some sequential acceleration, but Cloud Infrastructure’s 68% expansion was at least ...

Strategic wins in data center expansion and sovereign cloud partnerships are redefining Oracle as the indispensable utility ...

The initial success of Oracle Cloud Infrastructure comes from its technological innovation that makes it a flexible and secure alternative to established hyperscalers like Amazon Web Services, ...

Oracle’s cloud and AI pivot drives revenue growth and a strong backlog, but high capex and debt pose risks. Read why I rate ...

Oracle (ORCL) has shown significant rallies in its history. In 2025, it experienced more than a 50% increase within two ...

Oracle Corp. reported a significant increase in remaining performance obligations (RPO), up 438% in US dollar terms, in the latest financial results announcement. The surge highlights Oracle's rapid ...

eSpeaks’ Corey Noles talks with Rob Israch, President of Tipalti, about what it means to lead with Global-First Finance and how companies can build scalable, compliant operations in an increasingly ...

Oracle is partnering with Related Digital and DTE Energy, to construct Oracle's AI data center in Saline Township, Michigan. As the future tenant, Oracle will operate the data center once it's ...

Oracle Corp. (NYSE: ORCL) faces scrutiny for aggressive AI push. Q2 results disappoint, stock price drops. TikTok deal adds uncertainty.