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 ...

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) ...

How Oracle's Earnings Impacts Its 2026 Forecast

Discover how Oracle's earnings report could influence its full-year 2026 guidance and long-term growth strategy. Read more ...

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 ...
Indiatimes

Oracle can't stop explaining 'all is well' after $300 billion 'OpenAI Shock', says: We are also…

Oracle is actively promoting its AI data center progress and job creation efforts amidst significant investor concerns. The company's massive $300 billion OpenAI cloud contract, signed in September ...
MarketWatch

Oracle’s stock soars as analyst predicts ‘pure upside’ ahead for the battered cloud provider

Shares of Oracle were stuck in a downward spiral for months, but the tide may be finally turning for the software and cloud giant. Oracle’s stock has plunged roughly 50% from its September peak — ...
MarketWatch

Oracle amps up its AI bet with a plan to raise as much as $50 billion this year

To finance its artificial-intelligence ambitions, Oracle is looking to raise more money at a time when Wall Street has gotten more worried about the level of financing underpinning the AI boom. The ...
Seeking Alpha

Oracle: This Capitulation Has Gone Too Far

I have to say that it was quite a spectacle to actually see how the incredible surge took Oracle stock from its May bottom to the highs in September, before it all came crashing down over the next ...
Barron's

Oracle to Raise Up to $50 Billion. What It Means for the Stock.

Oracle plans to raise between $45 billion and $50 billion this year as it looks to fund its huge bet on cloud computing to power artificial intelligence. About half of that will be in debt, which will ...
Wall Street Journal

What Oracle Has to Lose From OpenAI and Nvidia’s Rocky Relationship

The likelihood that Nvidia NVDA-0.40%decrease; red down pointing triangle will be investing far less than $100 billion in OpenAI raises big questions for Oracle ORCL 1.93%increase; green up pointing ...
Mint

Oracle layoffs: Which departments will get affected? Here's what we know

Tech major Oracle is reportedly planning to cut as many as 20,000 to 30,000 jobs globally, as the company looks to redirect resources towards building Artificial Intelligence data centres, a report by ...
Mint

Oracle Layoffs: Tech giant to slash 30,000 jobs as banks pull out from financing AI data centres

Oracle Layoffs: Tech major Oracle is planning to slash up to 30,000 jobs to fund AI data centres, a new report has said. According to a report by CIO citing research published this week by investment ...