[ORGANIZATION]
Oracle Corp
Featured in 2 tracked stories · first seen
Situations
AI-driven cloud revenue growth
2 clusters · 8 sources · last updated
Latest: Microsoft posts 18% revenue growth as Azure and AI drive earnings
In July 2026 Alibaba Cloud projected a 45 % rise in its fiscal 2027 first‑quarter cloud revenue, citing AI‑powered services such as MaaS, AI‑native solutions and compute offerings. The outlook added that subsidy income c
Institutional investors reshuffle US stock holdings
2 clusters · 4 sources · last updated
Latest: Oracle, Qualcomm, Amazon and Goldman Sachs face varied analyst ratings and investor shifts
In late July 2026, United Therapeutics saw a series of institutional moves, followed by mixed buying and selling at Ulta Beauty and other firms. Early August 2026 brought further rebalancing: Arrowstreet Capital raised i