“Training AI models on public data is the largest, fastest-growing business in history,” he said. “AI models reasoning on private data will be an even larger and more valuable business. Oracle ...

Q2 Highlights: Oracle reported second-quarter revenue of $16.06 billion, missing analyst estimates of $16.21 billion. The software giant said adjusted earnings grew 54% year-over-year to $2.26 per ...

ORCL's growth is driven by its fast-expanding OCI cloud business, major AI partnerships (including OpenAI/Stargate), and accelerating SaaS adoption. Management guides for 16% total revenue growth and ...

Oracle’s Azure-OCI interconnect and Database@Azure let OpenAI run Oracle databases and GPU compute seamlessly with Azure. I believe this is the main factor that motivated the $300B deal. RPO jumped ...

The massive advancements in the field of AI are not stopping at the dinosaurs of the IT world—for example, relational databases. At its newly renamed flagship event, Oracle AI World—until a few weeks ...

Oracle ORCL and Microsoft MSFT stand as titans in the cloud computing and AI landscape, each leveraging its legacy enterprise software foundations to capture the explosive growth in AI-driven cloud ...

Oracle’s technology is embedded in China’s surveillance state, powering repression in Xinjiang while raising questions about US national security, human rights, and corporate accountability. In the ...

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Oracle's Database@AWS offering has been made generally available, launching in two Amazon Web Services (AWS) cloud regions, placing Oracle hardware within Amazon data centers. Oracle Database@AWS ...

Total Revenue: $15.9 billion, up 11% from last year. Non-GAAP EPS: $1.70. GAAP EPS: $1.19. Total Cloud Revenue (SaaS + IaaS): $6.7 billion, up 27%. Total Cloud Services and License Support Revenue: ...

Rubrik is expanding its backup software to cover more cloud databases and Oracle Cloud services, according to TechTarget. The company shared these updates during its annual Rubrik Forward event, which ...

With its 4-star rating, we believe Oracle stock is undervalued compared with our long-term fair value estimate of $184 per share, which implies a fiscal 2025 enterprise value/sales multiple of 10 ...