We maintain our $277 fair value estimate for wide-moat Oracle, as strong demand for generative artificial intelligence ...
Oracle Corp. today unveiled dozens of new prebuilt artificial intelligence agents across its Fusion Cloud Applications suite, spanning marketing, sales, service and supply chain functions. The more ...
Oracle Corp. shares extended their rebound on Monday, as ramped up capex spending by US technology giants helped soothe ...
Oracle Corporation features a $523B RPO backlog, robust cloud growth, and a $320 target price for the AI supercycle. See why ORCL stock is a strong buy.
Oracle’s $20 billion stock sale aims to fund its AI-driven cloud expansion, and this article examines what the move means for ...
Tenants are moving off Cowan Street on the East Bank as Oracle Corp. seeks to lay the groundwork for its promised $4.5 ...
OpenAI is signing huge deals with a handful of companies worth hundreds of billions of dollars. Microsoft and Oracle are spending significant amounts to build the capacity OpenAI wants. One stock ...
Oracle's share price fell in December after missing analysts' revenue expectations. Microsoft's Azure and cloud services continue to grow at an impressive rate. Microsoft reached $4 trillion in market ...
The AI arms race is heating up, and its effects are starting to show up where investors actually care – on the Big Tech balance sheets. According to UBS, global AI capex is now expected to hit $423 ...
Every data engineering team right now is being asked the same question: "How do we build a chatbot that talks to our data?" The prototypes are deceptively simple. A developer connects GPT-5.1 to a ...
Nvidia is growing revenue and profits much faster than Oracle, thanks to surging demand for its AI computing platforms. Oracle is leaning on its cloud backlog and large AI deals, but its current ...
With the official release of Microsoft's latest database offering, let's see what was improved and what still needs some work. Today, at Ignite, Microsoft announced the general availability of SQL ...
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