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Oracle is increasingly well positioned to benefit from AI through its infrastructure software segment and by embedding AI into its applications. Oracle’s leverage adds risk to the investment thesis.

Great. Thanks, everyone, for joining. My name is Scott Schoenhaus. I am the health care tech equity analyst here at KeyBanc. We're a pleasure to have Ben Taylor, CFO of Recursion for a fireside chat.

Oracle released an array of new agentic applications for enterprises covering finance, supply chain management, human ...

Oracle announced a suite of agentic AI capabilities integrated directly into Oracle AI Database, enabling AI agents to securely access enterprise data where it already exists, rather than requiring ...

A laid-off senior principal technical account manager at Oracle shared her layoff experience and the lessons that are helping ...

Update: Added that Oracle declined to comment on whether the vulnerability has been exploited. Oracle has released an out-of-band security update to fix a critical unauthenticated remote code ...

Oracle's layoffs affect more than 230 software developers and an additional 48 software development employees in Washington and include workers in senior director and vice president roles.

From Oracle to Meta, Big Tech is reshaping its C-suite around AI infrastructure, even as thousands of workers face layoffs.

Oracle is poised to grow at a significantly faster pace than Meta Platforms in the coming years. The market could reward Oracle with a premium valuation due to its significantly faster growth rate, ...

Oracle delivered outstanding third-quarter results ahead of expectations, with total revenue up 22% to $17 billion and cloud revenue up 44% to $9 billion. Most importantly, cloud infrastructure ...