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

Oracle is behind the AI demand curve, but this could spell accelerating growth and significant upside for investors.

Oracle Has More Resilience Amid AI Pressures, Says Analyst. Plus, CarMax, Rivian, and More Stocks.

Analysts also report on CarMax, Steel Dynamics, Synchrony Financial, and Rivian Automotive.

Oracle’s Quarterly Results And What They Indicate About Enterprise AI Spending

Oracle reported third-quarter revenue of approximately $17.2 billion in early March, a 22% increase year-over-year. The company's remaining performance obligations — contracted future revenue not yet ...

NVIDIA Corporation (NVDA) Presents at NVIDIA GTC AI Conference 2026 Prepared Remarks Transcript

Welcome to the stage, NVIDIA Founder and CEO, Jensen Huang. Welcome to GTC. I just want to remind you, this is a tech conference. All these people are lining up so early in the morning, all of you in ...