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

Oracle competes with Amazon AMZN and Alphabet GOOGL, which are investing heavily in data centers and AI infrastructure to ...
Morningstar

Oracle's cloud success has made it a controversial stock. Here's the latest source of debate.

While there are questions about a contract that will ultimately add more than $30 billion in revenue annually, Bernstein analysts think the arrangement will bring Oracle closer to its larger cloud ...
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 ...

Oracle: Now Is The Time To Be Greedy (Rating Upgrade)

Oracle's Cloud revenues surged 34% YoY, with Oracle Cloud Infrastructure up 68%, and RPOs soared 438% to $523B. Check out ORCL stock is upgraded to a Buy.

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

Oracle Database 26ai embeds AI capabilities directly into production databases, enabling enterprises to deploy AI securely ...