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.

Down big off its high, the sell-off in Oracle could be a buying opportunity for risk-tolerant investors.

Oracle’s first quarter saw strong momentum, with revenue and non-GAAP profit both outpacing analyst expectations. Management attributed the outperformance to accelerating adoption of its AI-powered ...

Oracle (ORCL) is aggressively pivoting to AI infrastructure through its Oracle Cloud Infrastructure (OCI) business and integrating real agents into its software workflow automation, positioning it as ...

At AI World in Frankfurt, Oracle presented plans for a distributed, sovereign, and AI-capable cloud infrastructure.

Oracle co-CEO Mike Sicilia and Chief Technology Officer and co-founder Larry Ellison dismissed concerns around a “SaaSpocalypse” of more traditional enterprise software-as-a-service vendors getting ...

Investors’ fears that AI could dampen spending on traditional business applications have wreaked havoc on the shares of companies like Salesforce, ServiceNow and Workday. But Oracle executives this ...

Oracle on Tuesday rolled out a series of new features to its cloud applications, including its supply chain management (SCM), human capital management (HCM), customer experience (CX) and enterprise ...

Shares of enterprise software giant Oracle (NYSE:ORCL) fell 4% in the afternoon session after investor fears over artificial intelligence disrupting the software industry sparked a broad sell-off.

Q3 FY2026 earnings call recap: 20%+ revenue/EPS growth, surging AI & multicloud database, $553B RPO, and outlook—read key takeaways.