The narrative around OpenAI has completely flipped, challenging Oracle's justification of borrowing money to fund artificial ...

Oracle (ORCL) just made a bold move that’s sending mixed signals to investors. The software giant announced a $20 billion ...

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 is confirmed as a Buy, despite a post-earnings sell-off and near-term volatility. ORCL's cloud segment surged 34% YoY, now its primary growth engine, while legacy software declined 3%. Massive ...

Oracle’s stock has dropped 19% within just one month, unsettling investors who previously witnessed its rise earlier this year. The decline began after a revenue miss in the December quarter, but a ...

It’s one thing to attend a user conference. It’s another to spend 3-hours after the event conversing, in-depth, with a customer who’s taking on a major transformation effort that will be anchored with ...

The cloud computing competitor trades for a lower valuation than its bigger peers.

Oracle’s historic stock surge this week was fueled by a massive backlog, which is largely due to a deal with OpenAI. A week earlier, Broadcom shares soared after the company announced a $10 billion ...

It's been a busy couple of weeks for the folks at Oracle. Earnings, a major cloud partnership announcement with Microsoft Azure and then the Oracle CloudWorld event in Las Vegas, which was loaded with ...

In recent weeks, Oracle has come under pressure after bondholders filed a proposed class-action lawsuit alleging the company did not fully disclose the scale of additional debt it would seek to fund ...