Oracle: Strong Generative AI Demand Supports Data Center Buildout

We maintain our $277 fair value estimate for wide-moat Oracle, as strong demand for generative artificial intelligence ...

Oracle adds more than 40 agents to Fusion Cloud suite

Oracle Corp. today unveiled dozens of new prebuilt artificial intelligence agents across its Fusion Cloud Applications suite, spanning marketing, sales, service and supply chain functions. The more ...

Oracle Shares Surge as Big Tech Spending Eases Software Worries

Oracle Corp. shares extended their rebound on Monday, as ramped up capex spending by US technology giants helped soothe nerves over the threat posed to the company by developments in artificial ...

Oracle will be able to build capacity while OpenAI pays for it, says D.A. Davidson's Gil Luria

Gil Luria, D.A. Davidson, joins 'The Exchange' to discuss the firm's upgrade of Oracle, Microsoft's positioning in the AI ...