Oracle Agrees That AI Is Challenging the SaaS Model. Here's Why Oracle Thinks It's the Disruptor, Not the Disrupted.

Oracle has transitioned from a software licensing business to a high-margin, subscription-based database and database management software company, to now a major player in cloud computing, with OCI ...

Oracle Is Successfully Handling The Global Shift Towards AI Cloud Infrastructure

Oracle Corporation's (ORCL) record $553 billion backlog and OCI's robust 44% growth rate provide clear revenue visibility for ...
MarketWatch

Why Oracle’s stock — and its bonds — can’t shake off AI spending fears

Oracle’s earnings report last week didn’t do much to soothe concerns about how the company will fund its artificial-intelligence investments. In fact, investor sentiment has taken a turn for the worse ...
Wall Street Journal

What Oracle Has to Lose From OpenAI and Nvidia’s Rocky Relationship

The likelihood that Nvidia NVDA-0.40%decrease; red down pointing triangle will be investing far less than $100 billion in OpenAI raises big questions for Oracle ORCL 1.93%increase; green up pointing ...
Seeking Alpha

Oracle plans massive $50B debt-and-equity raise; shares up

Oracle (ORCL) on Sunday said it expects to raise $45B to $50B in 2026 to build additional capacity for its cloud infrastructure business. Shares in the software company rebounded to gain 4% after ...
TechRepublic

Oracle Seeks $50B in 2026 to Fund AI Cloud Growth

Oracle Seeks $50B in 2026 to Fund AI Cloud Growth Your email has been sent The capital injection aims to satisfy surging cloud demand from heavyweight clients including OpenAI, Meta, Nvidia, AMD, ...
Forbes

How Oracle AI Database 26ai Addresses The Enterprise AI Data Paradox

This voice experience is generated by AI. Learn more. This voice experience is generated by AI. Learn more. Every enterprise IT executive faces the same AI paradox: their most valuable data sits ...
Reuters

Oracle sued by bondholders over losses tied to AI buildout

NEW YORK, Jan 14 (Reuters) - Oracle (ORCL.N), opens new tab was sued on Wednesday by bondholders who say they suffered losses because the company ‌chaired by billionaire Larry Ellison failed to ...
Wall Street Journal

Oracle Hack Still Generating Ransom Demands

A growing number of companies are facing ransom demands from hackers who stole sensitive data through security flaws in widely-used Oracle business software nearly six months ago. The breach, which ...
Gizmodo

Oracle’s AI Push Is Leading to Its Worst Quarter Since 2001

Delayed AI infrastructure projects, rising debt, and weaker-than-expected earnings are reviving dot-com-era fears on Wall Street. Reading time 2 minutes After spending a year making it clear that it ...
Bloomberg L.P.

Oracle Says Blue Owl Not in Michigan Deal, Talks on Track

Oracle Corp. said final negotiations on an equity deal for a data center project in Michigan are “on schedule” and doesn’t include Blue Owl Capital, a firm that has helped finance massive data center ...
Investopedia

A Bad Week for Oracle Stock Got Even Worse on Friday. Here's Why

Colin is an Associate Editor focused on tech and financial news. He has more than three years of experience editing, proofreading, and fact-checking content on current financial events and politics.