Oracle agrees that AI is challenging the SaaS model. Here's why Oracle thinks it's the disruptor, not the disrupted.

Oracle and other software stocks are undergoing a major sell-off.

Down 20%, is Oracle a no-brainer AI buy?

Oracle's cloud infrastructure business is delivering mind-boggling growth.
Nasdaq

Oracle Benefits From AI Cloud Service Adoption: A Sign of More Upside?

Oracle’s ORCL collaboration with xAI to deploy its Grok models via the Oracle Cloud Infrastructure (“OCI”) is expected to further drive momentum in the company’s cloud services and license support ...
CRN

BEA Partners Back Oracle Bid, See Technology Benefits

Late Friday BEA responded to the Oracle bid saying the offer "significantly under-values BEA Systems." But, interestingly, the statement, which included the text of a letter sent to Oracle president ...
Morningstar

Oracle: Despite Some AI Benefits, Lowering Moat Rating On Disruption Threat

We have lowered our economic moat rating for Oracle ORCL to narrow from wide following a review of artificial intelligence’s potential disruption to the global technology sector. Why it matters: To ...
Nasdaq

3 Under-the-Radar Stocks Set to Benefit From Oracle’s Boom

On Sept. 9, one of the world’s biggest tech stocks, Oracle (NYSE: ORCL), provided key information that blew investors away. Shares closed up by 36% on Sept. 10 in reaction to the company's earnings ...