Oracle agrees that AI is challenging the SaaS model. Here's why Oracle thinks it's the disruptor, not the disrupted.

Oracle and other software stocks are undergoing a major sell-off.

Oracle Unveils AI Agents for Fusion Apps: Will it Boost Prospects?

ORCL rolls out AI agents for Fusion Apps, touting no-cost deployment as cloud revenues jump 34% and RPO surges 438% to drive ...

Oracle's "halo effect" is the real deal. But is the AI growth stock a buy in March?

Down big off its high, the sell-off in Oracle could be a buying opportunity for risk-tolerant investors.
The Information

Oracle’s Answer to the SaaS Slump: Free AI Features

Investors’ fears that AI could dampen spending on traditional business applications have wreaked havoc on the shares of companies like Salesforce, ServiceNow and Workday. But Oracle executives this ...

Prediction: Oracle Will Be Worth More Than Meta by 2028. Here's Why.

While there is a big gap between Meta Platforms and Oracle's market caps right now, the latter can still overtake the social media giant.
HR Executive

Oracle beats expectations and stays quiet on job cut speculation

Oracle's Q3 earnings showed 15% HCM growth and 1,000-plus AI agents live in applications, but no word on the rumored layoffs.
Diginomica

The Oracle Application Suite – what’s old is new again (sort of)

Remember when companies bought ERP suites to take advantage of a single integrated suite of applications but sacrificed best-of breed capabilities, and then key departments like sales, marketing, and ...
Forbes

Is Oracle Making ‘Best Of Breed’ Enterprise Apps A Thing Of The Past With Fusion?

As I listened to Oracle's recent industry analyst briefing on the future of Oracle Cloud Customer Experience (CX), Oracle's front-office software, I couldn't help wondering whether we have finally ...