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

Oracle has transitioned from a software licensing business to a high-margin, subscription-based database and database management software company, to now a major player in cloud computing, with OCI ...

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

Oracle stock hit an all-time high last September after announcing a detailed roadmap for exponential artificial intelligence ...

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 Has More Resilience Amid AI Pressures, Says Analyst. Plus, CarMax, Rivian, and More Stocks.

Analysts report on Oracle, Infinity Natural Resources, CarMax, Steel Dynamics, Synchrony Financial, and Rivian Automotive.
Schaeffer's Investment Research

Options Traders, Analysts Pounce on ORCL After Earnings

Oracle (ORCL) stock is on track for its best day since September after a fiscal third-quarter earnings and revenue beat ...
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, ...