Oracle surged after a $300 billion OpenAI cloud deal, but much of the upside is already priced in after a 75% YTD rally. Q1 results showed strong cloud growth but missed revenue and EPS estimates, ...
Oracle's core competitive advantage in the on-premises relational database market is eroding due to cloud migration and rising unstructured data. New cloud-based database service providers offer ...
Transaction processing against relational databases may not be the focus of the datacenter, as it was when IBM created the first relational database and Oracle was founded to compete against it in the ...
Three months ago, Oracle Corp.’s scorching earnings outlook sent the shares soaring to their best day in three decades. But a quarter later, things look very different for the database software maker ...