Oracle Agrees That AI Is Challenging the SaaS Model. Here's Why Oracle Thinks It's the Disruptor, Not the Disrupted.

And as AI-powered tools enable users to do more with less, enterprise clients may need fewer subscriptions, potentially ...

Oracle reworks its finance, procurement apps for AI agents

By Stephen Nellis SAN FRANCISCO, March 23 (Reuters) - Oracle is revamping its cloud-based financial software used by large ...
Morningstar

Oracle's stock suffers worst eight-day stretch in over two decades. Here's why.

Hammered by the general software selloff and AI debt concerns, shares of Oracle have shed 25% over eight trading sessions Oracle issued $25 billion of corporate bonds on Monday as part of its 2026 ...

Oracle's "Halo Effect" Is the Real Deal. But is the AI Growth Stock a Buy in March?

Down big off its high, the sell-off in Oracle could be a buying opportunity for risk-tolerant investors.
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Is Oracle Stock a Buy, Sell, or Fairly Valued After Earnings?

Narrow-moat Oracle’s fourth quarter exceeded expectations on the top and bottom lines, as the growth rate of its nascent cloud infrastructure business nearly doubled from last year, showing solid ...