Oracle recognized the AI land grab accelerating in real time: a market rocketing from $80–100 billion today to $350–650 ...

Oracle founder Larry Ellison argues that today’s leading AI models from Google, OpenAI and Meta are becoming commoditised ...

Michael Burry believes Oracle is making a strategic mistake driven by ego that could end badly for shareholders. The company ...

ORCL's RPO surges to $523B, quadrupling YoY, giving multi-year revenue visibility as cloud and AI contracts drive growth ...

ORCL's AI data center push is driving 14% revenue growth and a record backlog, but $50 billion in capex and negative cash ...

Analysts believe these high-profile stocks at the intersection of software and infrastructure are in a good spot to monetize ...

Oracle is transforming from a tech stalwart to a major player in infrastructure and services for high-performance computing.

Wall Street analysts are deeply divided over Oracle's trajectory, a level of disagreement rarely seen for a major technology ...

The world tried to kill Andy off but he had to stay alive to to talk about what happened with databases in 2025.

Oracle (ORCL) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Microsoft has bought Osmos, an AI-assisted data engineering platform, in a bid to enrich its Fabric data platform, ...

Discover insights from top ERP deployments by Western Digital, Walmart, and TD Bank, revealing strategies for efficient ...