Morgan Stanley said in a note to investors that while it sees Oracle’s GPU-as-a-Service as "a sizable revenue opportunity," ...

Morgan Stanley analysts surmise that Oracle's (ORCL) rapid buildout of artificial intelligence infrastructure will likely ...

Oracle Corporation (NYSE:ORCL) is one of the 15 Best S&P 500 Stocks to Look For in 2026. On January 19, new research from ...

Oracle differentiates from its competition by offering customers a unique and flexible cloud infrastructure service. Per recent filings, the company just signed a new cloud deal for $30 billion in ...

Oracle announced that the UK Ministry of Defence (MoD) has signed a new cloud agreement for Oracle Cloud Infrastructure (OCI). The agreement follows five ...

The company has secured an agreement with a yet-to-be-named company, which some speculate could be OpenAI or an equivalent. But analysts say the move won’t impact its capacity to serve its other ...

Oracle has evolved from a stodgy legacy software company to a cloud-first service provider. The company is winning massive multiyear cloud contracts with leading hyperscalers. Oracle is taking on debt ...

Ader's analysis separates Oracle into two main businesses: its core software segment comprising applications and databases ...

Oracle Cloud Infrastructure's new partnership with xAI fits its unique, enterprise data-oriented approach as a cloud service provider. Oracle Cloud Infrastructure and xAI recently entered into a ...

On Oct. 7, tech media outlet The Information reported that Oracle‘s ORCL graphics processing unit rental business generated a 14% gross margin in the quarter ended Aug. 31. Oracle shares were down as ...

Oracle is targeting a specifically vital component of 5G network infrastructure and it’s notched a few wins with operators of late, bolstering that strategy. By focusing on the mobile network core, ...