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'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.

Oracle’s cloud revenue surges 44%, easing pressure on its stock

For the current quarter, Oracle said it’s looking for earnings of between $1.92 and $1.96 per share, well ahead of the analysts’ $1.70 per share forecast. In terms of revenue, it said it’s eying ...

Oracle's Larry Ellison downplays software apocalypse fears: 'We think the SaaSpocalypse applies to others, but not to us'

Oracle execs tried to calm investor fears that AI will replace traditional software tools.
Deccan Chronicle

Software Companies Fight Back Against Fears That AI Will Kill Them

Salesforce adapts pricing model amid AI competition; Salesforce and Oracle better positioned than Workday to face AI ...
The Tech Edvocate

Oracle’s Strategic Shift: Embracing AI While Shedding Jobs

Spread the loveIn a bold move to realign its business strategy, Oracle Corporation is set to undergo significant restructuring, which includes a substantial reduction in its workforce. This transition ...