Oracle is increasingly well positioned to benefit from AI through its infrastructure software segment and by embedding AI into its applications. Oracle’s leverage adds risk to the investment thesis.

Oracle landed more contracts and guided for massive growth in its upcoming fiscal year. The company understands that its cash burn is unsustainable. Oracle’s balance sheet has gone from bad to worse.

Oracle is adding a higher level of artificial intelligence (AI) autonomy to its Fusion cloud applications suite. At its AI World Tour London event today, the supplier is unveiling a capacity for the ...

SAN FRANCISCO, March 23 (Reuters) - (This March 23 story has been corrected to clarify that Oracle introduced agentic apps that work across its software suite, rather than individual AI agents, in the ...

Oracle faces significant existential risk amid the current LLM-driven AI surge, with recent results highlighting accelerating vulnerabilities. RPO surged 325% year-over-year to $553 billion, primarily ...

Oracle’s Larry Ellison told investors the company can ‘build more software in less time with fewer people’ using AI. Unsplash Oracle is reportedly planning to cut between 20,000 and 30,000 jobs to ...

The logo of the American company Oracle appears on the screen of a smartphone placed on a reflective surface onto which stock market charts are projected, in Creteil, France, on March 10, 2026, the ...

Oracle delivered outstanding third-quarter results ahead of expectations, with total revenue up 22% to $17 billion and cloud revenue up 44% to $9 billion. Most importantly, cloud infrastructure ...

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March 24 (Reuters) - Microsoft has agreed to rent a data center project in Texas that was originally being developed for ‌Oracle and OpenAI, Bloomberg News reported on Tuesday, citing people familiar ...

Microsoft Corp. will occupy a data center project previously earmarked for Oracle Corp. and OpenAI, scooping up 900 megawatts of capacity after the other two companies walked away from the site. The ...

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