Oracle Targets AI Security With Database-First Protection Strategy

Oracle expands its AI database security strategy with new data protection, patching, and cyber resilience tools to help ...

Despite concerns, Oracle 10-K supports revenue outlook for fiscal 2027: Evercore

Other takeaways from the filing, the company's guidance and a prospectus on its capital needs suggest that Oracle's capex guidance for fiscal 2027 will be between $90B and $95B, with roughly $70B ...

AI prompts a memory-chip boom — and electronics inflation. Get used to it.

Even though investors are getting wary of chip stocks, prompting a two-day tech selloff this week, memory-chip maker Micron ...

Australian entrepreneur Tim Davis sells AI start-up Modular in $5.6bn deal

A Silicon Valley AI software start-up co-founded and led by an Australian entrepreneur is set to be sold for $US3.9bn ($5.6bn ...
marketbeat

Oracle’s Sell-Off Looks More Like a Mispricing Than a Warning

Oracle's stock is trading at 22X current-year earnings, roughly 50% below typical blue-chip tech valuations, as the market underprices its long-term backlog conversion. Analysts tracked by MarketBeat ...