Is Oracle's Rising Cloud CapEx Driving Its Next Growth Phase?

ORCL is ramping cloud CapEx to $50B as AI and enterprise demand surge, betting GPU-rich data centers can unlock faster ...

Can Oracle's FedRAMP Push Unlock Federal Cloud Opportunities?

ORCL's push toward FedRAMP Moderate for Primavera Cloud could open multi-year federal contracts and strengthen its role in ...
MarketBeat on MSN

Oracle's TikTok win isn't social media-it's a cloud power move

Wall Street has viewed Oracle Corporation (NYSE: ORCL) with a volatile mix of optimism and anxiety in recent weeks. The ...
The Register on MSN

Oracle seeks to build bridges with MySQL developers

Big Red promises 'new era' as long-frustrated contributors weigh whether to believe it Oracle is taking steps to "repair" its ...
Morningstar

Oracle's not-so-secret weapon that's helped it quickly take on the cloud giants

Larry Ellison, now Oracle's CTO, has played a major role in helping the company win AI cloud deals and pivot beyond legacy software Oracle projects that its Oracle Cloud Infrastructure business will ...

Oracle TikTok Deal Recasts Cloud Role And Data Oversight Risks

ORCL, has finalized its investment and operational role in a new U.S.-based TikTok joint venture. The agreement expands Oracle's responsibilities for storing and securing TikTok's U.S. user data.
Nasdaq

Does Oracle's (ORCL) Cloud Growth Justify a Buy Decision Today?

Oracle Corporation ORCL has been making significant strides in the cloud computing arena, prompting investors to reassess the company's potential as a long-term investment. The company's strategic ...
Seeking Alpha

Oracle: Cloud Momentum And Heavy AI Investment Turn A 30% Slide Into Opportunity

Oracle Corporation is rated a Buy with a $280 price target, suggesting 17% upside driven by AI and cloud momentum. ORCL's cloud revenue surged 28% YoY, fueled by a $300B OpenAI deal and $455B in ...
CRN

Oracle Keeps Growing Cloud Footprint With Ampere After Stake Sale

Less than a month after Oracle sold its stake in Ampere Computing, the tech giant is launching new public cloud instances powered by the chip designer’s custom, Arm-compatible processors, calling the ...
CNBC

Oracle's Larry Ellison thinks every government will want to build a 'sovereign' AI cloud in the future

"Every government, pretty much every government, is going to want a sovereign cloud," Oracle chairman and chief technology officer Larry Ellison said on a recent earnings call with Wall Street ...
Seeking Alpha

Oracle: Losing Strength In Cloud And AI Era, Cerner Acquisition Not A Smart Move

Oracle's core competitive advantage in the on-premises relational database market is eroding due to cloud migration and rising unstructured data. New cloud-based database service providers offer ...
Cloud Computing

Oracle bets big on cloud as it targets $225b in sales by 2030

Oracle expects its cloud infrastructure business to create $166 billion in revenue by fiscal year 2030, accounting for nearly three-quarters of its total sales, the company says. Reuters reported that ...