Oracle announced a strategic partnership with Amazon Web Services on Monday afternoon that will further integrate its database offerings and cloud infrastructure with the Seattle tech giant’s cloud ...

Oracle's core competitive advantage in the on-premises relational database market is eroding due to cloud migration and rising unstructured data. New cloud-based database service providers offer ...

‘You can’t build any of these AI models without enormous amounts of training data,’ Oracle CTO Larry Ellison says. The growth of artificial intelligence and generative AI will benefit Oracle, ...

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Michael Burry owns put options on ORCL and shorted shares, criticizing cloud expansion strategy and $95 billion debt load.

Analysts believe these high-profile stocks at the intersection of software and infrastructure are in a good spot to monetize ...

The cloud has gotten pretty complicated—and crowded. There are more new “as a service” offerings popping up lately than reality TV shows. Yet, one of those offerings in particular has a great shot at ...

Companies have used software as a service for years, and many are also doing more development and testing on cloud platforms. But the next wave of competitive advantage could fall to those companies ...

ORCL's AI data center push is driving 14% revenue growth and a record backlog, but $50 billion in capex and negative cash ...