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.

On March 13, Guggenheim reiterated its Buy rating on Oracle and kept its $400 price target, one of the highest targets on the ...

Oracle Corporation's (ORCL) record $553 billion backlog and OCI's robust 44% growth rate provide clear revenue visibility for ...

Redgate Software is launching Redgate Monitor as a SaaS edition, a fully managed cloud version of its database monitoring platform, delivering the company's deep performance insights and reducing the ...

Baron Capital, an investment Management Company, released its fourth quarter 2025 investor letter for its “Baron Opportunity Fund”. A copy of the letter can be downloaded here.

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

Investors have worried about AI spending.

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 ...

More than 500 developers are urging Oracle to consider a vendor-neutral foundation for MySQL, warning that limited community ...

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 ...

Re-Quest, Inc. was Named to CRN MSP 500 List in the Pioneer 250 Category for the 3rd Time in a Row in 2026 We cannot ...

But Oracle has promised to make development of the Community Edition of the database more transparent and inclusive, and to ...