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.

Forbes contributors publish independent expert analyses and insights. I write about disruptive companies, technologies and usage models. The great thing about the Software-as-a-Service (SaaS) model is ...

Oracle (NYSE: ORCL) was among the hardest hit during the SaaS AI-disruption fear sell-off, but its bottom is in, and a robust ...

Oracle has been on a bit of a roll as of late. The company that I thought was cloud-challenged is now winning cloud deals left and right. I believe its Dedicated Region Cloud@Customer (here) is the ...

Oracle has just posted its Q3 FY2026 results, impressing critics and experts alike. The software company has exceeded both revenue and earnings expectations. These results have helped Oracle to brush ...

Software-as-a-service (SaaS) companies are being challenged by artificial intelligence (AI) models that can perform tasks previously dependent on enterprise software. And as AI-powered tools enable ...