Oracle stock rockets 9%: why DA Davidson upgraded to 'buy'

DA Davidson has upgraded Oracle to a buy, arguing that investors have overreacted to recent concerns about artificial intelligence spending and software stocks, and that improving clarity around ...
Insider Monkey

Oracle Puts AI at the Core of Its Future, and It’s Just Getting Started

Oracle Corporation (NYSE:ORCL) is among the most profitable software stocks to invest in. On 14 October 2025, Oracle Corporation (NYSE:ORCL) unveiled its strategic vision at the Oracle AI World 2025 ...
CRN

Update: Oracle Confirms Licensing Change For Multi-Core Chips

As of July 8, each core of new multi-core AMD or Intel processors will be licensed as if it were 75 percent of a CPU. CRN broke the news of the change on Wednesday. Oracle pricing and licensing guru ...
SDxCentral

Oracle scores NTT Transatel 5G SA core deal

Oracle was tapped by NTT’s Transatel division to provide a cloud-native 5G signaling core to support automotive and industry IoT services, a subset of 5G network opportunities that are starting to ...
Morningstar

Oracle Earnings: AI-Based Product Innovation Reinforces High Switching Costs for Core Customers

Wide-moat Oracle reported fourth-quarter results largely in line with our expectations. We see a healthy ramp-up of artificial intelligence-related workloads for Oracle’s cloud services, with ...