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'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) ...
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XAI Hires Two Senior Leaders From Cursor to Catch Up on Coding

Elon Musk’s xAI is hiring two senior Cursor leaders as part of an effort to catch up with AI rivals in coding, according to a ...