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

Oracle and other software stocks are undergoing a major sell-off.

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

Down big off its high, the sell-off in Oracle could be a buying opportunity for risk-tolerant investors.

How Oracle's Earnings Impacts Its 2026 Forecast

Discover how Oracle's earnings report could influence its full-year 2026 guidance and long-term growth strategy. Read more here.

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 ...

These Analysts Revise Their Forecasts On Oracle After Q3 Earnings

Oracle Corp. ORCL reported upbeat financial results for the third quarter of fiscal 2026 on Tuesday after the market closed. Oracle posted third-quarter revenue of $17.19 billion, beating analyst ...
Yahoo Finance

How Oracle’s New Public-Sector AI Cloud Wins At Oracle (ORCL) Has Changed Its Investment Story

In the past week, Oracle announced a series of new AI- and cloud-driven deals and products, including US$88 million in Oracle Cloud Infrastructure services for the U.S. Department of the Air Force, ...
MarketWatch

Why the $300 billion Oracle-OpenAI deal could be fueling an AI bubble

Is Oracle Corp.’s reported $300 billion infrastructure deal with OpenAI a sign of robust artificial-intelligence spending for years to come — or an indication that AI players have gotten ahead of ...
Yahoo Finance

Warren Buffett’s Final Investment: The Oracle Ends His Career Where He Started

Warren Buffett’s final major investment was The New York Times (NYT) before Berkshire Hathaway (BRK-A) transitioned to Greg Abel. Berkshire’s newest 13F also shows continuing sales of Apple (AAPL) and ...