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

Oracle has transitioned from a software licensing business to a high-margin, subscription-based database and database management software company, to now a major player in cloud computing, with OCI ...

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

Demand for training artificial intelligence (AI) models on OCI benefits Oracle's application software-as-a-service (SaaS) ...

Oracle stock jumps 10% on earnings beat and increased guidance as cloud revenue climbs 44%

Oracle surpassed estimates for the quarter, and lifted its guidance for fiscal 2027 revenue. During the quarter, Oracle announced plans to raise $45 billion to $50 billion in the fiscal year to expand ...
AOL

Oracle’s Big $50 Billion Bet: Bold Bid for AI Leadership or Setup for Epic Collapse?

Mon, February 2, 2026 at 1:24 PM UTC However, the scale of the capital raise introduces major risks: execution must align perfectly across financing, construction timelines, supply chain delivery, and ...
The Financial Times

Oracle raises $25bn in bond offering despite concerns over rising debt

Simply sign up to the Capital markets myFT Digest -- delivered directly to your inbox. Investors piled into Oracle’s latest $25bn bond offering on Monday after the software company pledged to preserve ...
CIO

Oracle may slash up to 30,000 jobs to fund AI data-center expansion as US banks retreat

Oracle is considering cutting 20,000 to 30,000 jobs and selling some of its activities as US banks pull back from financing the company’s AI data-center expansion, according to investment bank TD ...
The Financial Times

Oracle is already underwater on its ‘astonishing’ $300bn OpenAI deal

Simply sign up to the Technology sector myFT Digest -- delivered directly to your inbox. It’s too soon to be talking about the Curse of OpenAI, but we’re going to anyway. Since September 10, when ...
Yahoo Finance

New Global Survey Reveals Oracle Database Customers are Evolving their Database Strategies Citing High Costs, Support Challenges and Need for Advanced AI/ML Capabilities

A majority of Oracle Database customers surveyed report ongoing frustrations with the speed and quality of Oracle-provided support and 63% say the support costs are too high. 87% say a slow resolution ...
Datacenter Dynamics

OpenAI and Oracle to deploy 450,000 GB200 GPUs at Stargate data center in Abilene, Texas

OpenAI and Oracle's Stargate data center in Abilene, Texas, will eventually house more than 450,000 Nvidia GB200 GPUs, Larry Ellison has revealed. Oracle founder, chairman, and CTO Ellison delivered ...
Bloomberg L.P.

AMD Wins Big AI Chip Order From Oracle in Race to Catch Nvidia

Advanced Micro Devices Inc. landed a major order from Oracle Corp. for its forthcoming MI450 chips, a sign it’s making headway in its pursuit of Nvidia Corp. in the booming market for AI processors.