Oracle: The Bounce Is Just The Beginning

Oracle committed to a Capex plan so aggressive that trailing FCF went negative to $24.7B on a TTM basis as of Q3 FY26. See ...

Oracle's Credit Risk Is At an All-Time High, Due to Heavy Investment in AI. Should Investors Be Concerned?

The shift in perception is reflected not just in share prices, but also in credit markets. Oracle's five-year credit default ...

A Lurid Cult Horror Story, Told With Rare Sensitivity

In his excellent “The Oracle’s Daughter,” Harrison Hill looks at the people and the questions beyond the headlines.

Oracle releases array of agentic applications for finance, supply chain, HR and customer relations

Oracle released an array of new agentic applications for enterprises covering finance, supply chain management, human ...