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

Oracle is increasingly well positioned to benefit from AI through its infrastructure software segment and by embedding AI into its applications. Oracle’s leverage adds risk to the investment thesis.
24/7 Wall St.

Larry Ellison Sees Oracle as Safe From SaaS-Pocalpyse—Here’s Why He’s Absolutely Right

The so-called SaaS-pocalypse has been working its way through the software scene in recent months, with things getting ...

Oracle Just Posted Its Best Quarter in 15 Years -- Here's Why 2026 Could Get Even Better

Oracle is behind the AI demand curve, but this could spell accelerating growth and significant upside for investors.

Larry Ellison lost his title of the world’s richest person last year — but has just gained a chunk of money back

Wednesday marked a boon day for Oracle co-founder Larry Ellison, whose net wealth surged by $14 billion as the software group’s shares soared after earnings.

Oracle Sees AI Boom Through at Least 2027, Sending Shares up 8%

March 10 (Reuters) - Oracle beat ⁠Wall ⁠Street estimates for ⁠third-quarter revenue on Tuesday, as robust ​demand for its cloud computing services, driven ‌by the artificial intelligence ‌boom, helped ...
Computer Weekly

Oracle readies AI note-taker for NHS

Oracle is making its Health Clinical AI Agent available to NHS trust and private practices. The note-taking software has been piloted at a number of hospital trusts in the UK, including Barts Health ...
Yahoo

City of Atlanta selects Oracle Permitting and Licensing for digital upgrade

Add Yahoo as a preferred source to see more of our stories on Google. Atlanta plans to use Oracle AI Agent Studio to create AI agents tailored to local government needs. (Jonathan Weiss/ ...
TheStreet.com

Oracle dividend growth signals new era for cloud titan

Oracle's Remaining Performance Obligations surged 438% to $523 billion, driven by massive AI cloud contracts. The company plans to raise $45-$50 billion in 2026 to fund AI infrastructure. Oracle ...
Barron's

Oracle to Raise Up to $50 Billion. What It Means for the Stock.

Oracle plans to raise between $45 billion and $50 billion this year as it looks to fund its huge bet on cloud computing to power artificial intelligence. About half of that will be in debt, which will ...
Fast Company

Oracle chases $50 billion for AI build-out as doubts mount on Wall Street

Oracle shares fell 2% on February 2 following the company’s announcement that it planned to raise upwards of $50 billion in 2026. That spike came after Oracle reported a 359% increase in its remaining ...
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 ...
The New York Times

TikTok Strikes Deal for New U.S. Entity, Ending Long Legal Saga

The Chinese parent company of the popular video app said a group of non-Chinese investors would create an American TikTok to avoid a federal ban. Credit...Timo Lenzen Supported by By David McCabe and ...