Oracle: Sell Before The AI Bubble Bursts

Oracle faces continued downside risk as AI deal optimism fades and market sentiment shifts. Click here to read an analysis of ...
Forbes

Oracle Brings Exadata Performance And Scale To Everyone

Forbes contributors publish independent expert analyses and insights. Chief Analyst & CEO, NAND Research. Oracle announced the general availability of the Oracle Exadata Database Service on Exascale ...

Oracle (ORCL) fell due to investors’ concerns about its aggressive spending plans

Munro Partners, an investment management firm, released its “Munro Global Growth Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the December quarter, the ...
Seeking Alpha

Oracle Q1 Earnings: While Far From Great Performance, Headlines Are Deceiving

Oracle Corporation's Q1 earnings report and Q2 guidance were mixed, leading to a 10% drop in share price, which seems justified. Despite slower market share growth, Oracle remains well-positioned in ...
VentureBeat

Oracle just reported its best quarter ever driven by AI demand - Here’s what it means for enterprise AI planning today

Credit: Image generated by VentureBeat with FLUX-pro-1.1 For those looking for proof that gen AI is actually having a significant impact on traditional software vendors, they need look no further than ...
24/7 Wall St

Oracle Turned $1,000 Into $5,726 Over a Decade but Recent Buyers Lost 37%

Oracle (ORCL) cloud services now represent 77% of total revenue and grew 55% year-over-year. GPU consumption revenue surged 336%. Oracle’s remaining performance obligation hit $97.3B in Q2 FY2025.

Oracle (ORCL): Investors’ enthusiasm turned to skepticism

Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Strategy” ...
Morningstar

Oracle Helps Customers Achieve Extreme Availability and Performance for Mission-Critical and Agentic AI Applications

With Oracle Globally Distributed Exadata Database on Exascale Infrastructure, customers can run distributed workloads of all types, including agentic AI, analytics, and transactional while lowering ...
InfoWorld

Oracle offers price-performance boost with Exadata X11M update

Oracle says its new Exadata database compute platform will run generative AI workloads faster for the same price as the old version. The new version of Oracle’s Exadata platform, X11M, is now ...
Forbes

Oracle’s Exadata X10M Sets New Bar In OLTP Database Performance

Oracle Corporation continues its cycle of redefining OLTP database performance with its purpose-built Exadata platforms. Last week the company continued the tradition, introducing its twelfth Exadata ...
dbta

Oracle Exadata X10M Delivers Extreme Scale and Performance

Oracle is launching the latest generation of the Oracle Exadata platforms, the X10M, to deliver unrivaled performance and availability for all Oracle Database workloads. According to the company, ...