The Globe and Mail

Oracle Agrees That AI Is Challenging the SaaS Model. Here's Why Oracle Thinks It's the Disruptor, Not the Disrupted.

Oracle is increasingly well positioned to benefit from AI through its infrastructure software segment and by embedding AI into its applications. Oracle’s leverage adds risk to the investment thesis.

A cybersecurity harbinger: Oracle front-runs AI model threat with new customer security advisory

SiliconANGLE was able to review an Oracle Corp. security alert that went out to customers this week. We believe it was a ...
MarketBeat on MSN

Oracle bottoms: A multi-cloud future is ahead and undervalued

Oracle (NYSE: ORCL) was among the hardest hit during the SaaS AI-disruption fear sell-off, but its bottom is in, and a robust ...
Forbes

Oracle Has Quietly Become An Essential Cloud Applications Company

Oracle has been on a bit of a roll as of late. The company that I thought was cloud-challenged is now winning cloud deals left and right. I believe its Dedicated Region Cloud@Customer (here) is the ...
CIO

Oracle bets on agentic apps in Fusion suite to ‘fully’ automate business processes

Analysts view Oracle’s move to agentic apps as a step toward full-process automation, but caution that ‘supervised autonomy’ and ROI clarity will define adoption. Oracle is recasting its Fusion Cloud ...
ZDNet

The crossroads of SaaS

Nick Carr takes up where I left off with Salesforce.com's vision of moving beyond CRM and into the packages software territory dominated by Oracle, SAP, Microsoft and other packaged applications. He ...

Jim Cramer Reveals Why Oracle (ORCL) Shares Turned

We recently shared Jim Cramer Rubbished Circular AI Deals & Commented On These 18 Stocks. Oracle Corporation (NYSE:ORCL) is ...