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'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’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 shares rally as it reassures investors over its AI data centres bet

Oracle’s shares climbed as much as 10 per cent on Tuesday after it posted better than expected earnings and revenue guidance as it tried to reassure investors about its big bet on AI data centres. The ...
Yahoo Finance

Here's Why Oracle Stock Slumped Today

Oracle (NYSE: ORCL) shares declined by 5.8% as of 11:30 a.m this morning. The stock is now down more than 28% this year as of the time of writing. Why is Oracle stock declining in 2026 There's little ...
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, ...