Oracle (ORCL) trades at just 16x forward earnings despite 93% cloud infrastructure growth and a $638 billion contracted backlog. $55.66 billion in AI capex drove negative free cash flow, but funds ...
Salesforce's Agentforce ARR surged 205% to $1.2B while Oracle's cloud infrastructure jumped 93%, yet Salesforce trades at a cheaper 12x forward P/E. Oracle plans to raise ~$40B in FY27 to expand ...
Oracle's stock fell 19% this week, the steepest drop since August 2001, the depths of the dot-com bust. The company's capital expenditures surged 162% in the latest fiscal year, with almost $24 ...
"The adoption and deployment of AI technologies across our operations have resulted, and may continue to result, in reductions to our workforce," Oracle said in the filing. In short, Oracle's business ...
There is usually a gap between the keynote stage and customer realities on the ground. But was that the case with Oracle CloudWorld? Here's my pursuit behind the news of Oracle agents and more - ...
Beginning earlier this week, the Steam Next Fest has returned, giving players the chance to celebrate a multi-day event where they can try out demos, chat with developers, watch livestreams, and ...
Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It ...