Oracle focuses mostly on database software, where it is a leader, and data centers. The company's potential stock upside may be higher. Palantir’s strategy is dispersed across more market segments, ...

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, ...

Artificial intelligence (AI) is the latest technology craze, and many people believe, quite realistically, that it will change the world. Oracle's enterprise application business could be impacted by ...

Oracle's third-quarter results showed the company executing. The tech company's fiscal third-quarter revenue rose 22% year over year to $17.2 billion. And this momentum is expected to persist.

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 (ORCL) raised fiscal 2026 capex guidance to $50B from $35B. Oracle’s stock has nearly halved despite aggressive AI infrastructure buildout. Oracle’s total debt and lease obligations reached ...

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 ...