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

Oracle has transitioned from a software licensing business to a high-margin, subscription-based database and database management software company, to now a major player in cloud computing, with OCI ...

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 ...

Oracle Is Burning Cash in the Pursuit of "Hypergrowth." Is the AI Growth Stock a Buy Anyway?

Oracle stock hit an all-time high last September after announcing a detailed roadmap for exponential artificial intelligence ...

Oracle’s Quarterly Results And What They Indicate About Enterprise AI Spending

Oracle reported third-quarter revenue of approximately $17.2 billion in early March, a 22% increase year-over-year. The company's remaining performance obligations — contracted future revenue not yet ...

Notable analyst calls this week: Oracle, CrowdStrike and Occidental among top picks

Piper Sandler's Mark Lear views Occidental as one of the best operators in the Delaware Basin that continues to deliver among the best operating performance in the basin despite some degradation in FY ...