The initial success of Oracle Cloud Infrastructure comes from its technological innovation that makes it a flexible and secure alternative to established hyperscalers like Amazon Web Services, ...

Oracle's cloud and AI infrastructure demand is surging, with RPOs up 41% and management projecting even steeper growth ahead. Our thesis: Oracle's unique position as the data and infrastructure ...

Since the dot com bubble burst in 2000, Wall Street investors have mostly written Oracle (ORCL) off as a “has been.” For much of the 2000s and 2010s, these investors were correct in doing so.

Oracle's share price fell in December after missing analysts' revenue expectations. Microsoft's Azure and cloud services continue to grow at an impressive rate. Microsoft reached $4 trillion in market ...