Yesterday we highlighted Oracle’s massive $455 billion cloud backlog and the question of whether infrastructure spending ...
Oracle's growth is set for mid-2027, fueled by a $300B OpenAI deal and strong OCI/AI demand. Click here to read my latest ...
Oracle's relative underperformance vs. AI and cloud peers reflects a valuation and narrative reset, not a deterioration in ...
As Oracle emerges as the poster child for the AI bubble, the financial landscape beneath it is bending to accommodate a ...
Oracle shares slid more than 6% on Wednesday in after-hours trading, after the software giant posted revenue results that ...
Oracle co-CEOs Clay Magouyrk and Mike Sicilia weighed in on the cloud applications, infrastructure and multicloud businesses ...
Jason Fernando is a professional investor and writer who enjoys tackling and communicating complex business and financial problems. Thomas J. Brock is a CFA and CPA with more than 20 years of ...
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