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.

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 ...

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

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 ...