In the race to define enterprise artificial intelligence, most of the industry is looking up the stack — chasing smarter models, bigger benchmarks and more capable generative AI systems. In some ways, ...

At Oracle World in Las Vegas in October, Oracle Corp. founder and CEO Larry Ellison got right to the point. “AI changes everything,” Ellison told attendees, and his company’s recent releases have ...

Oracle's stock is coming off its worst month since 2001 due to Wall Street's concern about the company's debt obligations tied to artificial intelligence. In the company's earnings report on Wednesday ...

At the center of Oracle's AI narrative is its remaining performance obligations (RPO), which now sit at $553 billion. The question smart investors are asking is whether Oracle really has a tidal wave ...