Evercore analyst Kirk Materne said Oracle's announcement of using $25B in debt and $25B in equity to capitalize itself, along ...

The Larry Ellison-led software giant is remaking its cloud infrastructure to rival Amazon and Microsoft.

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

Oracle (ORCL) has managed to quietly become one of the most interesting names in the enterprise software/cloud infrastructure space, especially as artificial intelligence (AI) spending ramps up in the ...

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 ...

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 ...

Microsoft is a member of the "Magnificent Seven" group of stocks that has an outsize impact on the stock market due to its ...

Oracle is one of the most exciting cloud infrastructure and service plays right now. Salesforce is more profitable than ever, but its growth has stalled. Adobe is making some of its most ...

Oracle’s third-quarter results fell short of our aggressive estimates on the top and bottom lines but were closer to broader investor expectations. Despite the stock’s recent performance, we maintain ...

Oracle’s stock has more than tripled over the past decade. It’s benefiting from the expansion of the cloud and AI markets. It still looks reasonably valued relative to its growth potential. Should ...

Michael Bromberg is a finance editor with a decade of experience. He is an expert at elucidating complex financial topics in clear, concise language. Michael received a Bachelor of Arts in literature ...