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) ...

Bloom Energy: Positioned To Capture Urgent Demand For Data Centers

Bloom Energy is positioned to capture the urgent energy demand by offering on-site fuel cells that bypass the grid. See why I ...

The $110 Billion Catalyst That Makes It More Likely Oracle Will Hit Its 700% Cloud Infrastructure Revenue Growth Guidance by 2030

Oracle has guided for tremendous revenue growth in its cloud infrastructure business over its next four fiscal years.
SecurityWeek

Oracle EBS Hack: Only 4 Corporate Giants Still Silent on Potential Impact

Several global giants listed as victims of the Oracle EBS hack have remained mum on the impact of the cybersecurity incident.

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 ...

Oracle Allocates Extra $500 Million to Cover Restructuring Costs

The additional spend covers redundancy packages and other exit costs as increasingly powerful AI models allow the company to cut software jobs.