While Oracle has traditionally been viewed as a legacy database provider, its aggressive pivot toward Oracle Cloud Infrastructure (OCI) has sparked a ...
ORCL's AI backlog surge lifts revenue visibility as cloud jumps 34% y/y and $4B in new AI deals fuel the fiscal 2027 growth outlook.
MU rides on surging HBM chip demand and tight supply, boosting pricing power and margins, while Oracle's risks tilt the AI stock race.
Oracle (NYSE:ORCL) drives innovation in cloud and software services, significantly influencing S&P 500 Futures ...
Senior leaders are leaving Oracle Health. The company's health records unit faces customer losses and software upgrades. This follows Oracle's 2022 acquisition of Cerner Corp. Market share has ...
Micron Technology stands out over Oracle as AI-driven HBM chip demand, stronger margins and lower debt tip the scales. Is MU the clearer buy now?
Oracle announced new DISA Impact Lvl. 5 and FedRAMP high certification for OCI Gen AI and Exadata Cloud@Customer in U.S. public sector.
Oracle may cut thousands of jobs in 2026 as it redirects billions toward AI data centres, automation and its massive Stargate infrastructure project.
Data platforms have moved from static, disconnected systems to integrated environments where analytics and real-time data ...
Oracle is paying a high price as it attempts to punch its ticket to the clouds.
Oracle stock will remain under pressure until it provides tangible evidence that its spending is paying off.
Impax Asset Management‘s “Impax US Sustainable Economy Fund” released its Q4 2025 investor letter. A copy of the letter can ...
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