Oracle's stock has turned from the ugly duckling to one of the most exciting stories in the cloud space in a matter of just a few years. Although business momentum is likely to be sustained, investors ...

Oracle Corporation’s recent stock surge is largely driven by a narrative around its AI and cloud pivot rather than underlying fundamentals. While revenue in its cloud segment has grown impressively, ...

Oracle addressed customer concentration risk in its latest earnings call. The company pointed to its ability to shift AI computing capacity between customers within hours in the event that a large ...