Oracle is increasingly well positioned to benefit from AI through its infrastructure software segment and by embedding AI into its applications. Oracle’s leverage adds risk to the investment thesis.

What Happened? Shares of enterprise software giant Oracle (NYSE:ORCL) jumped 5.2% in the morning session after strong earnings and upbeat forecasts from several peers boosted the broader software ...

For decades, enterprise software has acted as a digital filing cabinet or system of record where human workers painstakingly log the daily operations of a business. Now, Oracle wants to flip that ...