Morgan Stanley said in a note to investors that while it sees Oracle’s GPU-as-a-Service as "a sizable revenue opportunity," ...

Morgan Stanley analysts surmise that Oracle's (ORCL) rapid buildout of artificial intelligence infrastructure will likely ...

Morgan Stanley cuts target 30% to $213 on AI funding fears while Guggenheim holds $400 target. Wall Street divided on cloud ...

Oracle Corporation (NYSE:ORCL) is one of the 15 Best S&P 500 Stocks to Look For in 2026. On January 19, new research from ...

ORCL's push toward FedRAMP Moderate for Primavera Cloud could open multi-year federal contracts and strengthen its role in ...

Oracle has evolved from a stodgy legacy software company to a cloud-first service provider. The company is winning massive multiyear cloud contracts with leading hyperscalers. Oracle is taking on debt ...

Oracle differentiates from its competition by offering customers a unique and flexible cloud infrastructure service. Per recent filings, the company just signed a new cloud deal for $30 billion in ...

The company has secured an agreement with a yet-to-be-named company, which some speculate could be OpenAI or an equivalent. But analysts say the move won’t impact its capacity to serve its other ...

Oracle is targeting a specifically vital component of 5G network infrastructure and it’s notched a few wins with operators of late, bolstering that strategy. By focusing on the mobile network core, ...

Wouldn’t it be funny if Larry Ellison, who has become the elder statesman of the datacenter, had the last laugh on the cloud builders and model builders by beating them at their own game? That these ...