Oracle Agrees That AI Is Challenging the SaaS Model. Here's Why Oracle Thinks It's the Disruptor, Not the Disrupted.

Oracle is increasingly well positioned to benefit from AI through its infrastructure software segment and by embedding AI into its applications. Oracle’s leverage adds risk to the investment thesis.

Oracle Is Successfully Handling The Global Shift Towards AI Cloud Infrastructure

Oracle Corporation's (ORCL) record $553 billion backlog and OCI's robust 44% growth rate provide clear revenue visibility for ...

After Earnings, Is Oracle Stock a Buy, a Sell, or Fairly Valued?

Oracle delivered outstanding third-quarter results ahead of expectations, with total revenue up 22% to $17 billion and cloud ...

Oracle's "Halo Effect" Is the Real Deal. But is the AI Growth Stock a Buy in March?

Demand for training artificial intelligence (AI) models on OCI benefits Oracle's application software-as-a-service (SaaS) ...
NBC News

Oracle's Larry Ellison bypasses Elon Musk as world's richest man

Oracle's Larry Ellison became the richest person in the world, his wealth at nearly $400 billion, bypassing Elon Musk, who had occupied the top spot with a fortune of ...
Finance & Commerce

OpenAI, Oracle named as users of $15B Wisconsin data center

PORT WASHINGTON, Wis. — The name and users have been announced for the billion-dollar data center campus planned in Port Washington. Denver-based Vantage Data Centers on Wednesday announced that ...
24/7 Wall St.

What If You Had Invested $1,000 in Oracle or Salesforce 10 Years Ago?

Ten years ago, Oracle (NYSE: ORCL) and Salesforce (NYSE: CRM) were both navigating a pivotal shift: legacy software companies racing to reinvent themselves as cloud businesses. Both made it, but the ...