Zacks Investment Research on MSN

Oracle pushes up capex spending on AI: High risk or high reward?

Oracle Corporation ORCL is making one of the most aggressive infrastructure bets in enterprise technology, and its third-quarter fiscal 2026 results have sharpened the debate around whether this ...

Oracle Agrees That AI Is Challenging the SaaS Model. Here's Why Oracle Thinks It's the Disruptor, Not the Disrupted.

Oracle has transitioned from a software licensing business to a high-margin, subscription-based database and database management software company, to now a major player in cloud computing, with OCI ...

Oracle's "Halo Effect" Is the Real Deal. But is the AI Growth Stock a Buy in March?

Demand for training artificial intelligence (AI) models on OCI benefits Oracle's application software-as-a-service (SaaS) ...

Oracle’s Quarterly Results And What They Indicate About Enterprise AI Spending

Oracle reported third-quarter revenue of approximately $17.2 billion in early March, a 22% increase year-over-year. The company's remaining performance obligations — contracted future revenue not yet ...
HR Executive

Oracle beats expectations and stays quiet on job cut speculation

Oracle's Q3 earnings showed 15% HCM growth and 1,000-plus AI agents live in applications, but no word on the rumored layoffs.
IEEE

KconfigTune: Automatic Performance Tuning for Linux Kernel Configuration

Abstract: The Linux kernel offers nearly 20,000 configuration options, making it highly customizable but also extremely challenging to manually optimize for performance. The diversity of operating ...
GitHub

SQL-R1: Training Natural Language to SQL Reasoning Model By Reinforcement Learning

Natural Language to SQL (NL2SQL) enables intuitive interactions with databases by transforming natural language queries into structured SQL statements. Despite recent advancements in enhancing ...
Harvard Business Review

Why Training Employees Pays Off Twice

This article was produced by Harvard Business School Working Knowledge and features the insights of faculty member Christopher T. Stanton. Ben Rand began his journalism career writing for newspapers ...
Gizmodo

Wall Street Sphincters Tighten as Oracle Delays Its OpenAI Data Center Buildout

It turns out infinite growth might not actually be possible. On Friday, Bloomberg reported that Oracle will be delaying some of its data center projects for OpenAI for at least a year due to labor and ...
Morningstar

Oracle drags down Nvidia and other AI stocks as bubble fears intensify

Shares of Oracle plunged 14% Thursday morning and sent a shiver through the entire AI trade as investors questioned the sustainability of Big Tech's spending Oracle's revenue miss stoked concerns of ...
Reuters

PREVIEW Oracle's OpenAI reliance faces scrutiny as debt-fueled AI buildout raises worries

Oracle's $300 bln OpenAI contract raises revenue exposure concerns Its credit default swaps hit record highs amid heavy borrowing Stock has erased all the gains from a 36% jump in September Dec 9 ...
Seeking Alpha

Oracle secures contract with NATO to provide 5G for secure combat training

Oracle (NYSE:ORCL) and Druid Software have secured a contract with the NATO Cooperative Cyber Defence Centre of Excellence to provide secure and private 5G networks for war gaming and research ...