Oracle's cloud transformation has paid off over the past few years. Amazon's e-commerce and cloud businesses are warming up again. The underdog might have more upside potential than the market leader.

Oracle's core competitive advantage in the on-premises relational database market is eroding due to cloud migration and rising unstructured data. New cloud-based database service providers offer ...

With its 4-star rating, we believe Oracle stock is undervalued compared with our long-term fair value estimate of $184 per share, which implies a fiscal 2025 enterprise value/sales multiple of 10 ...

Snowflake SNOW and Oracle ORCL are leading the shift as enterprises modernize data infrastructure to meet the demands of large-scale AI workloads. Snowflake offers a cloud-native architecture with ...

Less than a month after Oracle sold its stake in Ampere Computing, the tech giant is launching new public cloud instances powered by the chip designer’s custom, Arm-compatible processors, calling the ...