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.

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Oracle has surprised the Wall Street on March 10 by reporting its best fiscal quarter in 15 years. Revenue for the third quarter of fiscal; 2026 has increased 22% to $17.2 billion, while the cloud ...

Oracle landed more contracts and guided for massive growth in its upcoming fiscal year. The company understands that its cash burn is unsustainable. Oracle’s balance sheet has gone from bad to worse.

“Data is the lifeblood of any business, and the cloud is the best way to analyze it so that insights become actionable,” said Magesh Bagavathi, Senior Vice President and Global Chief Technology ...

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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 ...

Daniel Liberto is a journalist with over 10 years of experience working with publications such as the Financial Times, The Independent, and Investors Chronicle. Erika Rasure is globally-recognized as ...