Oracle is no longer just a SaaS and database company. It is becoming a large-scale AI infrastructure provider, and that shift is already reaccelerating overall growth. The market’s biggest concern is ...

The OpenAI deal fallout exposes the fundamental danger of being the most leveraged player in a market where the chip cycle moves faster than the concrete dries.

Some of the cuts will be aimed at job categories that the company expects it will need less of due to AI, two of the people ...

While Oracle has traditionally been viewed as a legacy database provider, its aggressive pivot toward Oracle Cloud ...