A common narrative among cloud database providers is that they are winning lots of migrations from Oracle Corp. By conventional wisdom, Oracle’s market should be shriveling. Yet Oracle continues to ...
Oracle has already spent over $1.84 billion this year on strategic acquisitions that seek to increase its cloud computing capabilities. Oracle’s sale of $14 billion in bonds suggests the company is ...
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Oracle ties OpenAI deal to data-center strategy
Oracle’s new leadership is standing in front of a $300 billion bet that could reshape the company’s future, or crush it. The dual CEOs, Mike Sicilia and Clay Magouyrk, are defending a massive AI push ...
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Oracle is currently around its fair value of $155.2, making it less attractive for new positions or for a covered call. Oracle's strong economic moat is supported by its leading positions in ERP, ...
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