Oracle's Comeback Is Real, But Greatness Is Still Uncertain

Oracle’s cloud and AI pivot drives revenue growth and a strong backlog, but high capex and debt pose risks. Read why I rate ...
Benzinga.com

Oracle's Strategic Pivot To AI And Cloud Computing Yields Market Cap Surge: Report

Oracle Corporation (NYSE:ORCL) has emerged as an unexpected victor in the artificial intelligence revolution, marking a significant week for the tech giant. The notable advancement for Oracle in AI ...
The Daily Overview on MSN

Oracle: sinking ship or hidden bargain? Key signals to watch

Oracle has gone from market darling to market riddle in a matter of months, with a brutal sell‑off colliding head‑on with one ...
Morning Overview on MSN

Oracle’s AI sprint backfires into its worst quarter since 2001

Oracle’s aggressive push to reinvent itself as an artificial intelligence heavyweight has collided with market reality, ...

Oracle: The $523 Billion Backlog Paradox -- CapEx Inversion With Potential 140% Upside

Oracle (ORCL) is rated 'Buy' due to a major valuation dislocation versus its $523B RPO backlog, despite recent CapEx-driven ...
Diginomica

Oracle’s self-cannibalization is over rated - it's a solid pivot

We sometimes view Oracle and its transition to the cloud as a self-cannibalization, something that Ravi Parikh did in a recent post on Seeking Alpha. Parikh makes a lot of sense; his logic is fine as ...
eWeek

Why Oracle Must Pivot Now to Be True Cloud Services Provider

eWEEK content and product recommendations are editorially independent. We may make money when you click on links to our partners. Learn More. SAN FRANCISCO—Oracle isn’t launching a new version of its ...
CRM Buyer

Oracle’s Big Pivot Point

This might be the year we look on in hindsight as the time Oracle got its groove back. It is well known that CEO Larry Ellison thinks in 10-year cycles and about how the industry seems to morph like a ...