In the race to define enterprise artificial intelligence, most of the industry is looking up the stack — chasing smarter models, bigger benchmarks and more capable generative AI systems. In some ways, ...

Oracle Corporation remains a Buy as surging cloud AI infrastructure demand drives a record $553B backlog and robust revenue growth. ORCL's cloud revenue now exceeds 52% of total revenue, with cloud ...

Oracle's stock is coming off its worst month since 2001 due to Wall Street's concern about the company's debt obligations tied to artificial intelligence. In the company's earnings report on Wednesday ...

At Oracle World in Las Vegas in October, Oracle Corp. founder and CEO Larry Ellison got right to the point. “AI changes everything,” Ellison told attendees, and his company’s recent releases have ...

Oracle is undervalued at $150, with a fair value estimate between $173 and $180 per share on a 12-month view. Despite negative free cash flow and $162B in debt, ORCL's $553B RPO and accelerating ...

In 2005, Travis Oliphant was an information scientist working on medical and biological imaging at Brigham Young University in Provo, Utah, when he began work on NumPy, a library that has become a ...

At the center of Oracle's AI narrative is its remaining performance obligations (RPO), which now sit at $553 billion. The question smart investors are asking is whether Oracle really has a tidal wave ...

Oracle's Q3 cloud revenue jumped 44% year over year and now makes up over half of total revenue. This shows how Oracle is transitioning from a legacy application software business to an infrastructure ...