Oracle Lawsuits Test AI Infrastructure Story And Investor Risk Assumptions

Multiple class action lawsuits allege Oracle (NYSE:ORCL) misled investors about its AI infrastructure strategy and data center capabilities. Filings highlight concerns around heavy AI related capital ...
Forbes

For Oracle CEO Larry Ellison, 10 Questions on Strategy

This is an extraordinary time in the business-technology world as customers are being given a wide range of new and distinctive strategic approaches to evaluate, and as technology vendors are rushing ...
Diginomica

Cloud World 23 - Oracle addresses the hot questions on generative AI pricing, customer data, and where SIs fit in

Heading to Oracle CloudWorld, I had a laundry list of open questions about Oracle's generative AI strategy - would they get answered? I did know a few things: in June, I published a review of Oracle's ...
Wall Street Journal

The AI Trade's Next Test: Oracle, Adobe Earnings

In WSJ’s Take On the Week, we discuss the next test for the artificial-intelligence trade: earnings from software makers Oracle and Adobe due tomorrow. Oracle has heavily debt-financed an ...