Oracle’s cloud and AI pivot drives revenue growth and a strong backlog, but high capex and debt pose risks. Read why I rate ...

Oracle Corporation (NYSE:ORCL) has emerged as an unexpected victor in the artificial intelligence revolution, marking a significant week for the tech giant. The notable advancement for Oracle in AI ...

I’ve been thinking lately about the implications of the business “pivot.” There are conclusions to be drawn from this dramatic business development, which has been so significant in my life. I’d like ...

We sometimes view Oracle and its transition to the cloud as a self-cannibalization, something that Ravi Parikh did in a recent post on Seeking Alpha. Parikh makes a lot of sense; his logic is fine as ...