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 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 ...

After Earnings, Is Oracle Stock a Buy, a Sell, or Fairly Valued?

Oracle delivered outstanding third-quarter results ahead of expectations, with total revenue up 22% to $17 billion and cloud ...

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) ...

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.
IEEE

OBC306: A Large-Scale Oracle Bone Character Recognition Dataset

Abstract: The oracle bone script from ancient China is among the world's most famous ancient writing systems. Identifying and deciphering oracle bone scripts is one of the most important topics in ...

Oracle prepares new round of layoffs while doubling down on AI infrastructure

The expanded fund, disclosed in a filing with the US Securities and Exchange Commission following Oracle's quarterly earnings report, has heightened concerns that the company's restructuring ...