SAP stock (NYSE: SAP) fell in Thursday’s pre-market trading as investors reacted to a spending shock from rival Oracle, not to any fresh bad news from SAP itself. Oracle shares dropped about 9% after ...

Oracle (ORCL) is rated 'Buy' due to a major valuation dislocation versus its $523B RPO backlog, despite recent CapEx-driven price weakness. ORCL’s multicloud RPO-to-revenue conversion, up 817%, could ...

Oracle ORCL reported in-line fourth-quarter results, with total revenue up 21% to $19 billion and cloud revenue up 47% to nearly $10 billion. The company delivered more than 1.2 gigawatts of data ...

Oracle Corporation ORCL used its fourth-quarter fiscal 2026 earnings call to frame the business less around a single quarter’s beat and more around the scale of its AI infrastructure opportunity.