Hosted on MSN

Oracle Lands $30 Billion Cloud Deal That Could Triple Its Infrastructure Revenue

Oracle just secured a cloud contract worth more than $30 billion per year - one of the largest single deals in cloud computing history. The agreement, set to begin generating revenue in fiscal 2028, ...
Morningstar

Oracle's not-so-secret weapon that's helped it quickly take on the cloud giants

Larry Ellison, now Oracle's CTO, has played a major role in helping the company win AI cloud deals and pivot beyond legacy software Oracle projects that its Oracle Cloud Infrastructure business will ...

Oracle vs. Alibaba: Which Cloud & AI Giant Has an Edge Right Now?

ORCL's surging cloud growth, $553 billion backlog and AI push contrast sharply with BABA's weak revenue and profit slump, ...

Oracle Slashes Thousands of Jobs While Doubling Down on AI Expansion

Oracle cuts thousands of jobs as investor concerns grow over its $500 billion AI data center push, raising questions about ...

Oracle Layoff Plan Raises Questions For AI And Cloud Growth Story

ORCL, is reportedly preparing layoffs of 20,000 to 30,000 employees, or up to 18% of its workforce. The cuts are linked to ...
Seeking Alpha

Oracle: Cloud Momentum And Heavy AI Investment Turn A 30% Slide Into Opportunity

Oracle Corporation is rated a Buy with a $280 price target, suggesting 17% upside driven by AI and cloud momentum. ORCL's cloud revenue surged 28% YoY, fueled by a $300B OpenAI deal and $455B in ...