Oracle Q3 earnings on deck: Focus on cloud unit, capital spending

Enterprise software company Oracle is set to post quarterly results on Tuesday, with investors focusing on the cloud unit and ...

Is Oracle Stock The New King Of Cloud Growth?

While Oracle has traditionally been viewed as a legacy database provider, its aggressive pivot toward Oracle Cloud ...
SiliconANGLE

Oracle’s cloud revenue surges 44%, easing pressure on its stock

Oracle Corp. brushed aside fears that artificial intelligence might be eating its software business today as it delivered a solid third-quarter earnings beat and lifted its revenue guidance for ...

Oracle sees AI boom through at least 2027, sending shares up 8%

Oracle on Tuesday predicted that the AI data center boom will power its revenue above Wall Street estimates well into 2027, sending its shares up 8.3% in extended trading. Oracle has made a dramatic ...
TechCrunch

SAP, and Oracle, and IBM, oh my! ‘Cloud and AI’ drive legacy software firms to record valuations

There’s something of a trend around legacy software firms and their soaring valuations: Companies founded in dinosaur times are on a tear, evidenced this week with SAP‘s shares topping $200 for the ...
24/7 Wall St.

Oracle Leads Data Center Stocks as Applied Digital and CoreWeave Sink

Last week offered a clear split in the data center and AI infrastructure trade. Oracle held its ground and then some, rising on AI cloud momentum and an analyst upgrade. Meanwhile, CoreWeave and ...