The following three areas will be Oracle growth drivers in the future.
Category: Software
Tech giants’ AI strategy are shifting
Investors who follow the US stock market will undoubtedly notice that the five top tech giants are quietly undergoing a significant shift in their AI strategy.
Innodata road to fame
Innodata’s core business is now focused on the generative AI IT services market, which is expected to reach $200 billion by 2029 and holds significant growth potential.
The pros and cons of investing in Alphabet amid AI evolution
Because Alphabet’s business is so vast and complex, it’s difficult to discuss the pros and cons of investing in Alphabet.
Some AI software vendors are starting to make money
2025 Q2 report shows AI software can make big money; category one is five tech titans; category two is Reddit, Palantir, Figma, and Oracle.
Software hit hard by AI
Software hit hard by AI, seen worldwide, with Morgan Stanley’s index of software-as-a-service (SaaS) stocks trading this month at 23 times expected earnings. That’s half its average over the past decade and the lowest level in Bloomberg data going back to 2014.
How Figma makes money? What is the value of Figma?
Figma is more than just an interface design tool; its true purpose is to help teams transform ideas into software. While Figma’s user community has driven its evolution in various ways, its core remains centered around the core principle of “how to transform ideas into products.”
Wix, the leading brand of online website building
According to data from W3Techs, a technology survey website, as of September 2023, 2.5% of websites worldwide use Wix. As of the latest report in June 2024, Wix has over 260 million users worldwide.
Cisco, ex-biggest company, the representative of dot-com bubble
Cisco (ticker: CSCO) was founded in 1984 by a pair of computer scientists from Stanford University, Leonard Bosack and Sandy Lerner.
Key points from Munger Daily Journal’s 10 years of shareholder meetings
I spent some time reading through all the transcripts of the Q&A of Munger Daily Journal (ticker: DJCO)’s sessions at shareholder meetings during his 10 years (2014-2023) . Summarized my personal thoughts and ideas in the article you are reading now.