In my last post I referenced a Computer Economics report entitled: Go-Forward Strategies for Oracle Application Customers. The report is now live (paywall) and it is worth noting some highlights. The ...
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Oracle stock fell 5% after reports of weak 14% margins on $900 million in Nvidia cloud sales
Oracle dropped 5% on Tuesday, and it wasn’t random. Investors got spooked after The Information dropped a report exposing some nasty math behind Oracle’s cloud business. The report said Oracle plans ...
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