SAP stock (NYSE: SAP) fell in Thursday’s pre-market trading as investors reacted to a spending shock from rival Oracle, not to any fresh bad news from SAP itself. Oracle shares dropped about 9% after ...

ORCL expands Fusion Agentic Applications with new AI tools for supply chains, aiming to boost automation, efficiency and ...

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Shares of SAP declined more than 4% following Oracle’s announcement of capital expenditures reaching $95 billion for fiscal year 2027 Wall Street analysts had anticipated Oracle’s capex would total ...

Larry Ellison, the founder of Oracle and the world’s sixth-richest man has quietly donated more than $45 million to ...

Oracle is spending aggressively, but the article shows demand is real: cloud revenue +47%, OCI revenue +93%, and remaining performance obligations +$638B. The market is over-weighting near-term ...

Firm Expands SME-Led AP Governance Framework with Automation, Payments, Spend Management, Fraud Control, and Tax ...

Is SAP a good stock to buy? We came across a bullish thesis on SAP SE on r/ValueInvesting by HatedMoats. In this article, we will summarize the bulls’ thesis on SAP. SAP SE’s share was trading at $154 ...

Enterprise Resource Planning (ERP) software has become the operational backbone of modern businesses. From supply chain ...

Evan Goldberg, executive vice-president of Oracle NetSuite, discusses the evolution of AI in SaaS ERP, countering any SaaSpocalypse narrative.