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 announced a suite of agentic AI capabilities integrated directly into Oracle AI Database, enabling AI agents to securely access enterprise data where it already exists, rather than requiring ...
Oracle's massive capital expenditures have taken a sledgehammer to its free cash flow. Upfront customer payments and efficiency improvements should slow the rate of cash burn. But it comes at a steep ...
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Oracle is adding a higher level of artificial intelligence (AI) autonomy to its Fusion cloud applications suite. At its AI World Tour London event today, the supplier is unveiling a capacity for the ...
Oracle faces significant existential risk amid the current LLM-driven AI surge, with recent results highlighting accelerating vulnerabilities. RPO surged 325% year-over-year to $553 billion, primarily ...
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The logo of the American company Oracle appears on the screen of a smartphone placed on a reflective surface onto which stock market charts are projected, in Creteil, France, on March 10, 2026, the ...
Microsoft Corp. will occupy a data center project previously earmarked for Oracle Corp. and OpenAI, scooping up 900 megawatts of capacity after the other two companies walked away from the site. The ...
Iran's Islamic Revolutionary Guard Corps (IRGC) claims it has struck a data centre belonging to US tech firm Oracle in Dubai, fuelling fresh anxieties about attacks on commercial technology ...
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Oracle has been on a rough ride. Shares of the software provider trade 52% below the record high they hit in late September.