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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.
The stock is re-rating on two concrete catalysts: (1) expanded Bloom Energy capacity procurement up to 2.8GW (1.2GW already ...
Investors searched for bargains Monday, analysts say, after last week’s sharp selloff over worries about the threat from Anthropic’s Claude Mythos ...
Oracle proved most analysts wrong as the company posted strong quarterly results. The company's Q3 FY2026 results surpassed both earnings and revenue expectations. The results help to allay investor ...
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