Editorial Note: Talk Android may contain affiliate links on some articles. If you make a purchase through these links, we will earn a commission at no extra cost to you. Learn more. Oracle Cloud ...
Oracle was at the center of all things artificial intelligence (AI) in 2025, and therefore at the center of the investing ...
Oracle dominates in enterprise databases, creating high switching costs. Offering SaaS and IaaS in one, it is growing fast with a guidance of 40% YoY cloud services growth. Oracle guided for 100% ...
Oracle announced a new cloud agreement. Plus, a Stifel analyst is freshly optimistic about the revenue opportunities ahead of the company. Oracle Corp.'s stock was upgraded by analysts who see more ...
Oracle disclosed a 359% gain in its long-term performance obligations for its cloud unit. Subsequent reports revealed much of the gain came from OpenAI. Then a subsequent Nvidia agreement with OpenAI ...
Nvidia just de-risked Oracle's massive backlog. A deal for TikTok USA could be coming into focus. Oracle also named two new co-CEOs. The big client behind Oracle's cloud backlog got great funding news ...
Oracle's stock appears overvalued by about 20%, based on a DCF model and comparisons with 5-year averages and Microsoft, its closest peer. Oracle's economic moat is strong in DBMS, ERP, and Cerner, ...
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