Shares of enterprise software giant Oracle (NYSE:ORCL) fell 5.9% in the afternoon session after the "AI replacement" narrative reached a fever pitch following the release of new models from Anthropic ...
Oracle (ORCL) is well-positioned to benefit from AI adoption by leveraging its integrated infrastructure, database, and applications, differentiating itself from hyperscalers. Despite recent stock ...
Oracle Corporation is rapidly emerging as a key AI infrastructure provider, with its Oracle Cloud Infrastructure revenue up 66% y/y. ORCL's backlog surged to $523 billion, a 433% increase, driven by ...
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