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.

After Earnings, Is Oracle Stock a Buy, a Sell, or Fairly Valued?

Oracle delivered outstanding third-quarter results ahead of expectations, with total revenue up 22% to $17 billion and cloud ...

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 Allocates Extra $500 Million to Cover Restructuring Costs

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