Snowflake Just Signed A 5-Year Check To Its Biggest Competitor

Snowflake is a Hold due to its premium valuation, hyperscaler margin pressures, and intensifying competition from Databricks.

Which is better?

Oracle is growing at a slower pace, but is also trading at a more reasonable valuation of around 34.7 times earnings and 8.7 ...
theregister

Snowflake to burn $6B on AWS Graviton CPUs and AI accelerators

Cloud data warehouse Snowflake plans to spend $6 billion on Amazon’s custom Graviton CPUs and AI accelerators over the next five years. The collab aims to reduce friction in connecting Snowflake ...
press.aboutamazon

Snowflake Expands AWS Collaboration with $6B Commitment to Accelerate Enterprise Agentic AI Adoption

The collaboration brings generative and agentic AI capabilities directly to enterprise data to helpjoint customers build and deploy AI-powered applications faster and more securely Multi-year ...
Hosted on MSN

Oracle Layoffs and Clearance Jobs Require a 2026 Resume Strategy That Beats the ATS

The Oracle landscape has shifted dramatically in 2026: 30,000 layoffs have cleared the deck, but new openings are strictly onsite, primarily in Texas, with zero remote flexibility. Simultaneously, the ...
dbta

Oracle and AWS Partner to Expand Multi-Cloud Networking

Oracle plans to expand its multi-cloud networking capabilities to provide customers with enterprise-grade, high-performance connectivity between Oracle Cloud Infrastructure (OCI) and AWS. According to ...
24/7 Wall St

Salesforce vs Oracle: There’s Only One Winner In the Cloud AI Push

Oracle (ORCL) delivered Cloud Infrastructure revenue of $4.88B (up 84% YoY) and booked $553B in remaining performance obligations, but is funding its AI hyperscaler buildout with $124.7B in ...
Time

'Everyone’s a Line On a Spreadsheet:' Inside Oracle’s Mass Layoffs and the Workers Fighting Back

Oracle chairman and CTO Larry Ellison at the White House in 2025. Correspondent On March 31, a longtime Oracle employee named Jill drove to the hospital for a very overdue back surgery when she ...
Hosted on MSN

Google and Oracle deepen AI integration with new enterprise tools

Google Cloud and Oracle have expanded their partnership with the launch of the Oracle AI Database Agent for Gemini Enterprise, enabling natural language access to Oracle data without compromising ...
intelligentcio

Oracle and AWS collaborate to expand multicloud networking

Customers can now establish private, simplified, high-speed connectivity between OCI and AWS. Oracle plans to expand its multicloud networking capabilities to provide customers with enterprise-grade, ...
24/7 Wall St

Oracle’s New AWS Partnership Just Put It Ahead of Azure and Google Cloud

Oracle (ORCL) announced a private, high-speed interconnect with AWS that enables seamless data movement between Oracle Cloud Infrastructure and AWS data centers, starting later this year in US East (N ...