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'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) ...
SecurityWeek

Oracle EBS Hack: Only 4 Corporate Giants Still Silent on Potential Impact

Several global giants listed as victims of the Oracle EBS hack have remained mum on the impact of the cybersecurity incident.
HR Executive

Oracle beats expectations and stays quiet on job cut speculation

Oracle's Q3 earnings showed 15% HCM growth and 1,000-plus AI agents live in applications, but no word on the rumored layoffs.