Oracle's cloud pivot remains a high-risk bet

Oracle is spending like a utility to chase the AI boom, and its latest filing shows how much that bet leans on Wall Street's ...
AOL

Oracle's Layoffs Raise a Hard Question: Is the AI Pivot Worth the Human Cost?

Oracle (NYSE: ORCL) became the latest tech company to issue mass layoffs this morning. The legacy tech giant that's currently in the middle of a massive AI infrastructure build-out sent emails to ...
24/7 Wall St.

Oracle Has 50% Upside According to Wall Street Analyst’s New Projections. Is He Right?

Shares of Oracle (NYSE:ORCL | ORCL Price Prediction) took a major hit on Thursday, with shares stumbling close to 9% after ...
Diginomica

Oracle’s self-cannibalization is over rated - it's a solid pivot

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 ...
Yahoo Finance

Oracle Is Making A Hard Pivot To AI

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The Globe and Mail

Oracle's Layoffs Raise a Hard Question: Is the AI Pivot Worth the Human Cost?

Oracle added its name to the list of tech companies doing layoffs along with Meta, Amazon, and Block. The move comes as Oracle expects to spend $50 billion on capital expenditures this year. Stocks ...