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) ...

Artificial intelligence (AI) has brought out some unlikely candidates as top investments. Oracle (NYSE: ORCL) has quietly become a leader in the space, and its stock has done tremendously well, as it ...

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 ...