Business software and AI agents
Value added by software service providers could be challenged by narrowly defined and targeted AI agents - a longwinded process of AI-supported disintermediation is only starting
ERP
Oracle shares booming – a trillion-dollar question
Vaulting to the top of the AI ecosystem, on par with the elite hyperscalers, Mr. Ellison is the perennial risk taker, the man with a plan, ready for a fight to reach new heights