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Oracle Lands $30 Billion Cloud Deal That Could Triple Its Infrastructure Revenue

Oracle just secured a cloud contract worth more than $30 billion per year - one of the largest single deals in cloud computing history. The agreement, set to begin generating revenue in fiscal 2028, ...
Morningstar

Oracle's not-so-secret weapon that's helped it quickly take on the cloud giants

Larry Ellison, now Oracle's CTO, has played a major role in helping the company win AI cloud deals and pivot beyond legacy software Oracle projects that its Oracle Cloud Infrastructure business will ...
Yahoo Finance

Oracle’s Massive AI Funding Plan Reshapes Cloud Focus And Investor Risks

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Oracle (NYSE:ORCL) is reportedly planning to raise about US$45b to US$50b in debt and equity ...
Nasdaq

Oracle's Cloud Expansion via AWS: 3 Key Reasons to Hold the Stock Now

Oracle Corporation ORCL reached a critical inflection point with its Oracle Database@AWS launch, completing partnerships across all major hyperscalers, including Amazon AMZN, and positioning the ...
Forbes

Oracle: 30% Cloud Revenue Growth, But Cerner Concerns Stall Growth

Oracle’s share price dropped by the largest amount earlier this week since 2002, dropping 12% which compares against the 15% drop the stock experienced as the entire tech sector exploded in the ...
TelecomTV

KDDI selects Oracle for telco billing transformation

Oracle Cloud Scale Charging and Billing to help Japanese telco leader enhance agility, reduce costs, and accelerate innovation in support of business ...
Forbes

Oracle Delivers A Fully Integrated Cloud Experience With New Compute Cloud@Customer

IT buyers like the operational flexibility that the public cloud provides. Capital expenditures go away. OpEx becomes predictable. Resources are available on-demand, with near-endless scalability.
Hosted on MSN

Oracle Unveils AI Agents in Cloud Apps: Buy the Stock Now or Wait?

Oracle ORCL has positioned itself at the forefront of enterprise artificial intelligence (AI) with its ambitious rollout of AI agents across cloud applications. Following impressive first-quarter ...
Seeking Alpha

Oracle: Cloud Momentum And Heavy AI Investment Turn A 30% Slide Into Opportunity

Oracle Corporation is rated a Buy with a $280 price target, suggesting 17% upside driven by AI and cloud momentum. ORCL's cloud revenue surged 28% YoY, fueled by a $300B OpenAI deal and $455B in ...
Seeking Alpha

The Cloud Underdog? Why Oracle's 3% Market Share Signals A Strong Upside

Oracle’s cloud infrastructure grew 52% YoY, and RPO surged 50% YoY, indicating strong future revenue visibility, while its 3% market share in cloud services suggests significant expansion potential.

Oracle Lawsuits Test AI Spending Story And Investor Risk Perceptions

Oracle (NYSE:ORCL) is facing a wave of securities class action lawsuits focused on its AI infrastructure spending and related disclosures. Multiple law firms are accusing the company of misleading ...