Oracle Corporation's rally was fueled by multiple expansion, not just earnings, as investors bet on Oracle’s unique position.
With Safra Catz staying involved at Oracle in the role of executive vice chair, investors can expect “a smooth transition” as ...
Oracle is a good example of why lacking a first-mover advantage isn't a deal-breaker. Oracle's data centers are newer and ...
Oracle's recent surge is driven by its $300B AI infrastructure deal with OpenAI, but significant funding risks cloud future ...
Tyler Radke, Citi’s co-head of U.S. software equity research, said in a recent program on CNBC that Oracle’s stock was not ...
Together, they constitute a "full stack" approach to AI, with data centers on one end and domain-specific software on the ...
Bond investors aren’t known for seeking out excitement. When it comes to the kind of metrics fixed income traders are looking ...
The two new CEOs, Clay Magouyrk and Mike Sicilia, bring decades of experience across AI, cloud infrastructure, ...