Oracle's core competitive advantage in the on-premises relational database market is eroding due to cloud migration and rising unstructured data. New cloud-based database service providers offer ...

Oracle surged after a $300 billion OpenAI cloud deal, but much of the upside is already priced in after a 75% YTD rally. Q1 results showed strong cloud growth but missed revenue and EPS estimates, ...

A version of this story appeared in CNN Business’ Nightcap newsletter. To get it in your inbox, sign up for free here. The catalyst wasn’t a flashy product rollout or a surprise earnings beat — in ...