Shares of Oracle (ORCL) fell sharply this week following the release of a quarterly earnings report that fueled investor concerns about the company's AI spending plans. We asked Seeking Alpha analysts ...

First, let's consider the Oracle story so far. The company has been around for almost 50 years, so it didn't start out as an AI player. Instead, you may know Oracle for its strengths in database ...

It's also important to clarify what "AI contracts" include. The primary product is OCI (Oracle Cloud Infrastructure) compute capacity, which essentially refers to rented data center capacity and GPUs.

Enterprise data teams moving agentic AI into production are hitting a consistent failure point at the data tier. Agents built across a vector store, a relational database, a graph store and a ...

Shares of Oracle (ORCL) fell sharply this week following the release of a quarterly earnings report that fueled investor concerns about the company's AI spending plans. Danil Sereda: Oracle (ORCL) ...