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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 just delivered a record quarter, with earnings per share and total revenue both up by more than 20% year over year. Management said this was the first time in over 15 years that Oracle ...

Oracle's (NYSE: ORCL) stock price jumped 9.2% on March 11 in response to its third-quarter fiscal 2026 earnings and updated guidance. But the stock is still down big year to date and is over 50% off ...

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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’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 ...

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 ...

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 ...

Aaron McDade is a breaking news reporter for Investopedia. He is an experienced journalist who has covered everything from the latest in business and tech news to sports and international news like ...

An Austin-based software giant has set aside billions for restructuring, raising concerns about potential job cuts as the company ramps up spending on artificial intelligence tools and data center ...

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