Enterprise ERP Consultancies Struggle With Unsearchable Training Libraries as SAP, Oracle, and NetSuite Implementations Multiply

Millions Invested in ERP Training Videos Become Inaccessible Knowledge Assets, Forcing Consultancies to Re-Record Same ...
The Motley Fool

Why Oracle Was the Poster Child AI Stock of 2025 -- and Could Be Again in 2026

Oracle was at the center of all things artificial intelligence (AI) in 2025, and therefore at the center of the investing world. Here's why Oracle plays a linchpin role in the artificial intelligence ...
Benzinga.com

Insights Into Oracle's Performance Versus Peers In Software Sector

After a detailed analysis of Oracle, the following trends become apparent: A Price to Earnings ratio of 36.08 significantly below the industry average by 0.64x suggests undervaluation. This can make ...
Morningstar

Oracle: Recent Stock Decline an Overreaction to Potential AI Risks

The Financial Times reported that Blue Owl Capital, a seasoned investor in Oracle’s ORCL data center projects, is backing off from the company’s latest $10 billion buildout in Michigan. Why it matters ...
Morningstar

Oracle drags down Nvidia and other AI stocks as bubble fears intensify

Shares of Oracle plunged 14% Thursday morning and sent a shiver through the entire AI trade as investors questioned the sustainability of Big Tech's spending Oracle's revenue miss stoked concerns of ...
Digi Times

Oracle's AI cloud deal with OpenAI drives surge in obligations but raises debt concerns

Oracle Corp. reported a significant increase in remaining performance obligations (RPO), up 438% in US dollar terms, in the latest financial results announcement. The surge highlights Oracle's rapid ...
The Next Platform

Oracle Is Using OpenAI To Build A Platform For The Enterprise

Did people complain – and by people, we mean Wall Street – as the world’s largest bookseller invested huge amounts of money to transform itself into an alternative to driving to Wal-Mart? Or, better ...
Reuters

Oracle forecasts miss Wall Street targets while spending rises, shares slide 10%

Oracle's cloud revenue growth may be cooling Oracle's adjusted profit boosted by $2.7 billion Ampere sale Oracle's future contracts rise 14.94% to $523 billion Shares fall 10% in extended trading Dec ...
Seeking Alpha

Oracle tumbles as soaring RPOs not enough to offset mixed Q2 results

Oracle (ORCL) shares fell 7% in extended trading on Wednesday as the IT giant continued to rack up deals, but its fiscal second-quarter results were mixed compared to Wall Street's forecast. For the ...
24/7 Wall St

Live: Oracle (ORCL) Down 13% After Q2 Earnings – Wall Street Reacts

Oracle’s cloud RPO hit $455B last quarter, up 359% year over year. The company expects FY26 CapEx of $35B to build GPU clusters for AI infrastructure. Multi-cloud database revenue grew 1,529% as ...
Bleeping Computer

Ivanti warns of critical Endpoint Manager code execution flaw

American IT software company Ivanti warned customers today to patch a newly disclosed vulnerability in its Endpoint Manager (EPM) solution that could allow attackers to execute code remotely. Ivanti ...
Diginomica

Oracle AI World 25 - five lessons on getting enterprise AI right with Steve Miranda

Oracle AI World is now well underway, with a heaping batch of Oracle AI news to dig into. Highlights included Oracle's expanded AMD partnership, Oracle's AI data platform, and today: Oracle's AI Agent ...