Browsing Tag
Oracle
81 posts
$ALRT in focus: Oracle cloud deal caps rapid-fire month for Defence Holdings as shares consolidate after MoD spike
Oracle joins Defence Holdings' accelerator weeks after a proposed MoD contract surfaced. What the rapid-fire ALRT news flow means. Read the full analysis.
Why Palantir’s construction AI deal with McCarthy matters for contractors, margins and risk control
Palantir’s McCarthy AI partnership targets construction planning, risk and field execution. Read why jobsite data could reshape contractor margins.
Dycom, Vicor, Shoals and Luxfer hit 52-week highs as data center and defense demand surges
AI data center power demand and a rearming defense sector drove Dycom, Vicor, Shoals, and Luxfer to 52-week highs, with Dycom surging 28% on record results. Read more.
Defence Holdings (LSE: ALRT) silent for 11 weeks: Is Project Ixian close to a contract?
Defence Holdings PLC has not filed an RNS since 17 February 2026. Project Ixian, Gloucestershire Police and a new CEO sit behind the wall of silence.
Iran follows through on US tech threat with strike on Amazon Web Services in Bahrain
Iran's IRGC struck Amazon Web Services in Bahrain on April 1 after threatening 18 US tech firms, marking a new escalation in the Gulf conflict. Dubai denied an Oracle strike.
Defence Holdings (LSE: ALRT): Can Project Ixian deliver the UK’s first sovereign-AI defence contract?
Defence Holdings (LSE: ALRT) investor roadmap. Project Ixian contract progress, new CEO Andrew Roughan, UK defence spending tailwinds, and key risks explained.
Oracle layoffs 2026: Up to 30,000 employees terminated by 6am email as Stargate debt tops $100bn
Oracle is cutting up to 30,000 jobs via 6am emails as $100bn AI debt forces the biggest layoff in company history. Read the full breakdown.
Oracle (NYSE: ORCL) rallies 10% after earnings as $553bn RPO signals AI infrastructure dominance
Oracle (ORCL) beats Q3 estimates with 22% revenue growth and a $553bn RPO backlog. Cloud up 44%, IaaS up 84%. FY2027 guidance raised to $90bn. Read the full analysis.
IHG selects Oracle OPERA Cloud to support property management modernization in 2026
Oracle OPERA Cloud approved by IHG Hotels & Resorts for Americas and EMEAA. Find out what this means for hotel tech, franchisees, and industry competition.
Mastek (NSE: MASTEK) appoints Google executive Marc Berson to board as AI-first strategy enters next phase
Mastek appoints Google tech leader Marc Berson to U.S. board as part of its AI-first growth push. Find out what this means for its global enterprise strategy.