ORCL's surging cloud growth, $553 billion backlog and AI push contrast sharply with BABA's weak revenue and profit slump, ...

Oracle has put its focus on the cloud.

Janus Henderson Investors, an investment management company, released its “Forty Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S. shares increased following ...

Matt Kimball, vice president and principal analyst at Moor Insights and Strategy, told VentureBeat the data layer is where ...

Bank of America reinstates Oracle (ORCL) with a Buy and $200 target, citing $553B RPO and AI cloud demand—plus key risks.

Bank of America analysts restarted their coverage of Oracle with a "buy" rating, expecting the stock to rebound from its ...

Oracle ended its fiscal third quarter with $553 billion in remaining purchase obligations -- up 325% year over year.

Oracle announces agentic AI capabilities for Oracle AI Database, including Private Agent Factory, Deep Data Security, and ...

Oracle Corp. is imbuing its Fusion applications with agentic artificial intelligence in a move aimed at shifting operational ...

Oracle has had a turbulent stretch heading into this analyst call. Shares are down 24.20% year-to-date and around 55% below ...