Introduction Oracle Corporation has spent the past year converting a database and enterprise software business into one of the largest debt-financed infrastructure builds in corporate history. The bet is anchored to a single customer: OpenAI. The equity market has already repriced that bet. Oracle shares peaked at $345.72 in the third quarter of 2025 and...
If you’ve been paying attention to the tech industry over the past couple of years, you already know the drill. A major company — one with a name you definitely recognize, one that spent the better part of the last decade telling you that its people were its greatest asset — announces a round of...
The U.S. military just struck more than 1,000 targets inside Iran in the first 24 hours of its campaign — a pace of destruction that would have been unthinkable a decade ago. The secret weapon wasn’t a new missile. It was software. Let that number sink in for a moment. One thousand targets. In a...