Oracle (NYSE:ORCL | ORCL Price Prediction) and Amazon (NASDAQ:AMZN) just reported earnings that raise the same question: ...
Overview:  Oracle's cloud revenue grew 62%, supported by strong demand for AI infrastructure and a USD 664 billion contracted revenue backlog.Microsoft off ...
Oracle is reaffirmed as a buy, driven by multiyear-high revenue growth and robust demand for its cloud infrastructure ...
Oracle has underperformed the tech sector over the past year, but its fortunes can turnaround thanks to a robust revenue pipeline.
A leaked document covering 546 employees in Oracle's cloud infrastructure division shows software developers made up about 17% of the cuts ...
Oracle Corporation delivered blow-out Q1 2026 results, driven by strong Cloud and AI momentum, resulting in a 36% stock surge. Despite being a second-tier Cloud player, Oracle's double-digit growth ...
Key TakeawaysSemiAnalysis founder Dylan Patel says Oracle signed its big AI cloud deals with what is essentially a fixed ...
Cloud infrastructure revenue surged 121%, making OCI the company’s fastest-growing business.Massive Contracts a ...
Oracle ORCL hosted an analyst day, reiterating its fiscal 2026 non-GAAP targets given last year and highlighting where specific opportunities lie—stressing cloud applications and infrastructure in ...
Oracle Alloy, a beta for Oracle Database 23c and a beta for MySQL HeatWave Lakehouse were some of the biggest announcements. A new Oracle platform for partners to build cloud services, a beta for the ...