"Whilst there is a big dispute at the moment, I think there's also potential for resolution," UBS chairman Axel Weber says of the U.S.-China trade negotiations.World Economyread more
The Kingdom and oil and gas industry have been slow to shore up defenses, raising red flags about the possibility of longer term fall-out in the region.Technologyread more
Tensions between South Korea and Japan may ultimately disrupt the high-end tech sectors, says Heenam Choi, CEO at South Korea's sovereign wealth fund.Traderead more
On Sunday, the 71st Primetime Emmy Awards will honor the best comedies, dramas, limited and variety series from the last year.Entertainmentread more
U.S. President Donald Trump's national security advisor said on Sunday that White House Asia policy adviser Matt Pottinger would become his top deputy.Politicsread more
Removing Neumann is a difficult decision for Son, who has long believed in WeWork and Neumann's vision to quickly expand the company.Technologyread more
Datadog went public on Thursday and instantly hit a $10 billion valuation, becoming the fourth cloud software debut to reach that level this year.Technologyread more
There are challenges with Iran, North Korea, the Afghan Taliban, Israel and the Palestinians — not to mention a number of trade pacts.Politicsread more
Blackstone Executive Vice Chairman Tony James says he's less optimistic now than before that the U.S.-China trade war could be resolved, but even a smaller deal could help...World Economyread more
In his new memoir, "The Ride of a Lifetime," Iger explains why he decided against the deal to buy Twitter.Technologyread more
In perhaps Buffett's first televised profile, he explained a method of investing that prioritizes bargains and makes use of an occasional baseball analogy.Marketsread more
Oracle is losing favor among technology buyers to leading cloud computing vendors, according to J.P. Morgan.
The firm lowered its rating to neutral from overweight for Oracle shares, citing negative results in a spending survey of chief information officers.
Oracle's "specific metrics in our large-scale CIO survey have arced over into negative territory, which makes us uncomfortable because the results of our CIO surveys over the years have been highly predictive," analyst Mark Murphy said in a note to clients Thursday. "Oracle spending intentions have only looked lukewarm in our CIO survey work in the recent past, but the data takes a dive in the current survey. … In our discussions, CIOs have clarified that they are migrating Oracle databases to Microsoft SQL Server, Amazon databases and PostgreSQL."
Oracle shares fell 4.9 percent Thursday.
Murphy lowered his price target to $53 from $55 for Oracle shares, representing 10 percent upside from Wednesday's close.
The analyst's survey of 154 chief information officers revealed Oracle received the most indications for "spending contraction" this year. He also noted the company was mentioned by just 2 percent of the executives as their "most integral" vendor for cloud computing versus 27 percent for Microsoft and 12 percent for Amazon.
"Oracle's strength in database and middleware is countered by long-term uncertainty in applications and hardware as IT consumption preference shifts from traditional, on-premise solutions to public cloud models," he said.
The software company's shares are up 2 percent year to date through Wednesday compared with the S&P 500's 4 percent return.
Oracle did not immediately respond to a request for comment.
— CNBC's Michael Bloom contributed to this story.