Oracle projects cloud infrastructure revenue will explode from $10 billion to $144 billion by 2030, outpacing AWS and Azure at comparable stages. The company's $455 billion backlog and ...
Oracle Corporation’s recent stock surge is largely driven by a narrative around its AI and cloud pivot rather than underlying fundamentals. While revenue in its cloud segment has grown impressively, ...
Oracle (ORCL +3.34%) has soared into the limelight in recent weeks, emerging as one of the potential big winners in the artificial intelligence (AI) boom. The company, most known for its database ...
Oracle's stock appears overvalued by about 20%, based on a DCF model and comparisons with 5-year averages and Microsoft, its closest peer. Oracle's economic moat is strong in DBMS, ERP, and Cerner, ...