We adhere to strict standards of editorial integrity to help you make decisions with confidence. Some or all links contained within this article are paid links. Investing is a notoriously noisy ...
From an underdog priced at a heavy discount, Oracle is now emerging as a leader in the cloud with a stock that is priced accordingly. I show why many investors were falling victims to recency bias and ...
‘Today, we are faced with a once-in-a-generation moment where AI changes everything,’ Oracle co-CEO Mike Sicilia says. Greater hardware flexibility, deepening multicloud partnerships, allowing ...
Oracle has announced a major expansion of its partnership with AMD, positioning itself to be the first hyperscaler to offer a publicly available AI supercluster powered by 50,000 AMD Instinct MI450 ...
The core of my bull thesis is that Oracle's real growth inflection is back-end loaded to mid-2027, driven by the $300B, five-year OpenAI contract and strong OCI/AI infrastructure momentum. Despite the ...