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 Cloud Infrastructure (OCI) has become a strategically significant part of Oracle’s business, and one it hopes offers differentiation from the major hyperscalers. The company posted cloud ...

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Oracle's third-quarter cloud infrastructure revenue surged 84% year over year, accelerating significantly. The software giant's remaining performance obligations climbed to a staggering $553 billion.

Shares of Oracle (ORCL) jumped about 10% premarket on Wednesday after fiscal third-quarter results and outlook beat estimates and drew positive reactions from analysts. J.P. Morgan upgraded Oracle's ...

The idea of risk sits at the very center of global financial markets. Assets are valued using a “risk-free” interest rate, and an investor’s tolerance in either taking risk on, or shunning it entirely ...

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An Austin-based software giant has set aside billions for restructuring, raising concerns about potential job cuts as the company ramps up spending on artificial intelligence tools and data center ...

Many of these tech giant have their regional offices, cloud infrastructure, or data-center operations across the Gulf, including in the United Arab Emirates. The claims of 'possible attack' are also ...

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Oracle reported strong earnings on Tuesday, beating estimates on several key metrics. The results appear to be easing investors' fears about the breakneck pace of the AI buildout. Analysts praised the ...