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 Is Burning Cash in the Pursuit of "Hypergrowth." Is the AI Growth Stock a Buy Anyway?

Oracle stock hit an all-time high last September after announcing a detailed roadmap for exponential artificial intelligence ...
MarketWatch

Why the $300 billion Oracle-OpenAI deal could be fueling an AI bubble

Is Oracle Corp.’s reported $300 billion infrastructure deal with OpenAI a sign of robust artificial-intelligence spending for years to come — or an indication that AI players have gotten ahead of ...
MoneyWeek

Oracle shares fall almost 30% in a month

Shares in Oracle, one of the world’s largest computing infrastructure companies, fell by 29.4% in the month to 13 November, as concerns over the feasibility of artificial intelligence (AI) spending ...