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

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 ...

REDWOOD SHORES, CA--(Marketwired - Jun 23, 2015) - Oracle (NYSE: ORCL) today welcomed partners from around the globe to its annual Oracle PartnerNetwork (OPN) kickoff. At the live, virtual event, OPN ...

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 ...

After years of trying to ignore the trend into non-existence, Oracle Corp is finally giving up on swimming against the cloud computing current and following arch-rivals SAP SE and IBM in making its ...

I’ve been thinking lately about the implications of the business “pivot.” There are conclusions to be drawn from this dramatic business development, which has been so significant in my life. I’d like ...