Opinion
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Oracle's AI cloud surge: From summer glory to a dip worth buying

It’s been a wild ride for Oracle investors this year. Shares of the enterprise software provider kicked off 2025 like most tech stocks, falling victim to the initial tariff-related volatility. From ...
On Sept. 10, Oracle (ORCL +0.25%) stock popped 36% in response to a massive increase in customer orders for Oracle's cloud services. Oracle forecasts that revenue from its Oracle Cloud Infrastructure ...
Oracle sees total revenue growing to $225 billion in fiscal 2030 Adjusted profit seen at $21 per share in 2030 vs $18.92 LSEG estimate Expects adjusted gross margins of 30-40% in AI cloud computing ...
The cloud services provider’s announcements this year focused on providing developers and enterprises with new ways to take advantage of generative AI in their operations. As competition heats up ...
Larry Ellison says Oracle will build “more cloud infrastructure data centers than all its infrastructure competitors combined." Ellison, Oracle's founder and CTO, made the bold claim on the company's ...
Infor is increasingly seen as a threat to Oracle and SAP for its ability to go deep into industry features with its enterprise software. The company has remained in the background in recent years as ...
Most companies are painfully aware that their current systems and processes weren’t designed for the modern, digitally intensive, customer-centric business environment. Oracle faced that same ...
Update to Oracle’s virtualization application adds remote control of cloud-hosted VMs and the ability to fully encrypt virtual machines. Oracle VM VirtualBox 7, the latest release of the company’s ...
These days, the number of Cloud applications on the market is rapidly expanding as businesses warm up to the Cloud delivery model. While the proliferation of Cloud options on the market is great for ...