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 Just Posted Its Best Quarter in 15 Years -- Here's Why 2026 Could Get Even Better

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

Tech giant Oracle signs 15-year lease in Harwood

Oracle will lease the new data center being constructed in Harwood. The agreement is worth $2.15 billion and spans 15 years, with potential renewals lasting up to 25 years. Applied Digital will ...

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 here.

These Analysts Revise Their Forecasts On Oracle After Q3 Earnings

Oracle Corp. (NYSE:ORCL) reports strong Q3 results, with revenue of $17.19B and adjusted EPS of $1.79. Q4 revenue expected to grow 18-20%.

These Experts Say Oracle's Latest Results Are a 'Huge Relief' for the Tech Sector

Oracle shares led the tech sector higher Wednesday as investors cheered the cloud giant's better-than-expected earnings and stronger outlook.
SecurityWeek

Michelin Confirms Data Breach Linked to Oracle EBS Attack

Tire giant Michelin has confirmed a data breach stemming from the Oracle E-Business Suite (EBS) hacking campaign.

Oracle stock jumps 10% on earnings beat and increased guidance as cloud revenue climbs 44%

Oracle surpassed estimates for the quarter, and lifted its guidance for fiscal 2027 revenue. During the quarter, Oracle announced plans to raise $45 billion to $50 billion in the fiscal year to expand ...
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-1.92%decrease; red down pointing ...
Forbes

How Oracle AI Database 26ai Addresses The Enterprise AI Data Paradox

This voice experience is generated by AI. Learn more. This voice experience is generated by AI. Learn more. Every enterprise IT executive faces the same AI paradox: their most valuable data sits ...