Oracle's Comeback Is Real, But Greatness Is Still Uncertain

Oracle’s cloud and AI pivot drives revenue growth and a strong backlog, but high capex and debt pose risks. Read why I rate ...
Benzinga.com

Oracle's Strategic Pivot To AI And Cloud Computing Yields Market Cap Surge: Report

Oracle Corporation (NYSE:ORCL) has emerged as an unexpected victor in the artificial intelligence revolution, marking a significant week for the tech giant. The notable advancement for Oracle in AI ...
ZDNet

Oracle exits OpenWorld 2019 with a lot riding on Autonomous Database, Oracle Cloud conversions, services pivot

Oracle's strategy revolves around popularizing its Autonomous Database, converting application and database customers to Oracle Cloud and using its own digital transformation as a case study for ...
Diginomica

Oracle’s self-cannibalization is over rated - it's a solid pivot

We sometimes view Oracle and its transition to the cloud as a self-cannibalization, something that Ravi Parikh did in a recent post on Seeking Alpha. Parikh makes a lot of sense; his logic is fine as ...