Explore Oracle Corporation's $130B RPO growth, cloud database migration potential, and AI partnerships. Click for my updated ...

We’ve raised our fair value estimate of Oracle stock.

The company aims to double its capacity this year as demand for AI compute “continues to dramatically outstrip supply,” Oracle CEO Safra Catz said Monday.

Thanks to the economies of scale and business mix shift to the cloud, we model a total of 600 basis points of operating margin expansion between fiscal 2024 and 2034. We also think that Oracle’s ...

Changes, Challenges, and Opportunities, featured experts from Pythian, Informatica, and NetApp by Instaclustr, offering guidance for IT decision-makers and database professionals as they approach a ...

Discover why Oracle's AI-driven growth and robust earnings outlook through FY2027 make the current bear market an opportunity ...