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

Oracle's impeccable results come at a high price.

Oracle stock spikes 9% as strong Q3 earnings answer Wall Street AI build-out concerns

Oracle CEO Clayton Magouyrk said on an earnings call the company's model of having customers provide data chips for new data center builds is working.
24/7 Wall St.

Larry Ellison Sees Oracle as Safe From SaaS-Pocalpyse—Here’s Why He’s Absolutely Right

The so-called SaaS-pocalypse has been working its way through the software scene in recent months, with things getting ...

These Experts Say Oracle's Latest Results Are a 'Huge Relief' for the Tech Sector

Oracle shares led the tech sector higher Wednesday as investors cheered the cloud giant's better-than-expected earnings and stronger outlook.
Becker's Hospital Review

VA: Oracle Health EHR rollout is ‘different this time’

The Oracle Health EHR rollout resumes at VA medical centers with enhanced system performance and leadership accountability to improve veteran care.

Oracle's Larry Ellison downplays software apocalypse fears: 'We think the SaaSpocalypse applies to others, but not to us'

Oracle execs tried to calm investor fears that AI will replace traditional software tools.
Insider Monkey

Planet Labs’ (PL) Consensus Stays “Hold” as a Slovenia Enterprise Deal Highlights the Government Use-Case Engine

Planet Labs PBC (NYSE:PL) is one of the Best Space Stocks to Buy Now. As of March 2, 2026, Planet Labs PBC had a consensus ‘Hold’ rating, based on 11 analysts, with 1 sell, 4 hold, and 6 buy ratings.