Oracle is behind the AI demand curve, but this could spell accelerating growth and significant upside for investors.

Oracle delivered strong top- and bottom-line beats, with Q3 revenue up 21.7% and infrastructure revenue surging 84%. Read my ...

Oracle is no longer just the established enterprise database company many investors remember. Over the past few years, it has ...

The additional spend covers redundancy packages and other exit costs as increasingly powerful AI models allow the company to cut software jobs.

Investors’ fears that AI could dampen spending on traditional business applications have wreaked havoc on the shares of companies like Salesforce, ServiceNow and Workday. But Oracle executives this ...

Oracle's earnings numbers in the third quarter were impressive, and the company boosted its guidance for next year.

Oracle disclosed a $2.2 billion investment for a 15% stake in the new U.S. entity operating TikTok after ByteDance was forced to divest control under a national security law, while Oracle also hosts ...

Over the past few weeks, cracks have started to appear in the tech sector’s growth plans for artificial intelligence.

Oracle's latest earnings surpassed estimates, and remarks from executives calmed worries about the breakneck pace of AI infrastructure spending.

The Larry Ellison–led software giant is remaking its cloud infrastructure to rival Amazon and Microsoft.

Discover how business analysts enhance efficiency in organizations, required skills, and career qualifications for entry-level to senior roles.

The tech sector sold off as investors took in a report that Oracle's $10B data center for OpenAI is in jeopardy. Sources told the FT that talks to build the data center have stalled due to concerns ...