Salesforce's Agentforce ARR surged 205% to $1.2B while Oracle's cloud infrastructure jumped 93%, yet Salesforce trades at a cheaper 12x forward P/E. Oracle plans to raise ~$40B in FY27 to expand ...

Oracle plans to raise nearly $40 billion in debt and equity in 2027 Capital spending for 2026 reached $55.66 billion, surpassing Oracle's $50 billion target Analysts highlight investor concerns over ...

In the first quarter of 2026, its revenue surged 85% year over year to $1.63 billion. U.S. commercial revenue jumped 133% to $595 million, while total contract value reached $2.41 billion. Management ...

Oracle's cloud infrastructure business is growing at breakneck speed. Palantir offers faster growth but trades at a premium. 10 stocks we like better than Oracle › Palantir (NASDAQ: PLTR) and Oracle ...

As a long-standing titan among tech stocks, Oracle has successfully shifted its focus from legacy database software to modern cloud infrastructure. The company sells a wide range of cloud applications ...

IaaS Carries Oracle. Agentforce Carries Salesforce. Oracle’s Q3 FY2026 print, released in March, was the loudest cloud quarter in the company’s history. Cloud Infrastructure revenue hit $4.88 billion, ...

Oracle’s future cloud commitments surged to $553 billion, representing a massive 325% increase compared to last year, fueled by AI and cloud infrastructure contracts Salesforce delivered $41.5 billion ...

This voice experience is generated by AI. Learn more. This voice experience is generated by AI. Learn more. Oracle Fired 30,000 People by Email. The Same Quarter, It Posted Record Revenue and a $553 ...

Explore how Madhava Rao Thota is driving innovation in AI, cloud computing, and enterprise database transformation in 2026, helping organizations accelerate digital transformation, scalability, ...

Oracle is joining a growing wave of tech companies cutting jobs as they pour billions into artificial intelligence. This morning, the company began implementing sweeping layoffs across multiple ...