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.

Oracle (NYSE: ORCL) was among the hardest hit during the SaaS AI-disruption fear sell-off, but its bottom is in, and a robust ...

Oracle has been on a bit of a roll as of late. The company that I thought was cloud-challenged is now winning cloud deals left and right. I believe its Dedicated Region Cloud@Customer (here) is the ...

Nick Carr takes up where I left off with Salesforce.com's vision of moving beyond CRM and into the packages software territory dominated by Oracle, SAP, Microsoft and other packaged applications. He ...

Get an overview of the Software as a Service (SaaS) model that has revolutionized the way software is consumed and distributed. How Does a SaaS Business Model Work? Get an overview of the Software as ...

Software-as-a-service (SaaS) companies are being challenged by artificial intelligence (AI) models that can perform tasks previously dependent on enterprise software. And as AI-powered tools enable ...