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) ...

This $50 Billion AI Bet Is Either Oracle's Masterstroke or Its Biggest Mistake

Oracle’s revenue has been soaring during the AI boom. The company, a database management specialist, has greatly expanded and ...
RCR Wireless News

‘Agility is money’, says Microsoft – as agents rewrite Vodafone B2B cycle

Frontier’ telcos are deploying hundreds of AI agents across their operations, says Microsoft. But telcos are also slowing in the AI race because of three big problems.
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 ...

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 ...