In 2026, contextual memory will no longer be a novel technique; it will become table stakes for many operational agentic AI ...

It’scommitted to buildinghuge chip-filled data centers for OpenAI, but it doesn’t have the cash to do so. So far, the company ...

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's 2052 bonds are offering a rare 7% yield. Read about the risks and if they're right for income-focused investors.

The modern video game industry has reached an unprecedented scale, with approximately 3.32 billion active players around the globe as of 2025. From mobile titles and casual browser games to massive ...

Oracle’s stock sky-rocketed after reporting massive future performance obligations, mostly from OpenAI. It’s a big risk, but Oracle is uniquely prepared to capitalize. With Stratechery Plus you get ...

The graph database market, driven by AI, is growing at a rate of almost 25% annually. Graph databases support knowledge graphs, providing visual guidance for AI development. There are multiple ...

Oracle has rolled out OpenAI’s GPT-5 in its databases and SaaS products, including Fusion Cloud Applications, NetSuite, and industry-specific tools like Oracle Health. The update is aimed at tying ...

GPT-5, designed to excel at code generation, debugging, and complex reasoning, is now powering Oracle workloads to streamline multi-step orchestration across business processes, speed up code ...

A decade and a half of enterprise cloud adoption has spread vast amounts of data and processing around the globe, and the onslaught of generative AI – and now agentic AI – is only accelerating it.