Larry Ellison Sees Oracle as Safe From SaaS-Pocalpyse—Here’s Why He’s Absolutely Right

Larry Ellison Sees Oracle as Safe From SaaS-Pocalpyse—Here’s Why He’s Absolutely Right

Quick Read The Stocks: Oracle (ORCL) is aggressively pivoting to AI infrastructure through its Oracle Cloud Infrastructure (OCI) business and integrating real agents into its software workflow automation, positioning it as an AI disruptor rather than a vulnerable legacy SaaS name. The Story: Oracle is uniquely positioned to benefit from AI’s disruption of software because it’s simultaneously building out data center infrastructure while integr…

Oracle results, guidance indicate bearish concerns are 'easing,' Mizuho says (ORCL:NYSE)

Oracle (ORCL) earnings and guidance ease bearish fears as AI data center buildout looks increasingly self-funded.

Oracle Just Posted Its Best Quarter in 15 Years -- Here's Why 2026 Could Get Even Better

Key PointsDemand for cloud infrastructure is driving the highest growth in Oracle's revenue and adjusted earnings in 15 years.Oracle says new AI customers are adding additional services, creating a "halo effect" across the company.Capital spending on new data centers is weighing on free cash flow, but these expenditures promise a lucrative payoff.10 stocks we like better than Oracle › Oracle (NYSE: ORCL) just did something it hasn't done in 15 y…

This Analyst Says Oracle Is Still in the Early Innings of Its AI Success Story. Should You Buy ORCL Stock Here?

Oracle just delivered one of its strongest growth quarters in years, and Wall Street is warming up to the idea that its AI backlog may be far more valuable than the market has priced in.