Oracle and IBM are both gaining market share in the cloud computing industry, but one of them appears to be the clear winner.

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Salesforce's Agentforce ARR surged 205% to $1.2B while Oracle's cloud infrastructure jumped 93%, yet Salesforce trades at a cheaper 12x forward P/E. Oracle plans to raise ~$40B in FY27 to expand ...

Salesforce sells AI agents that sit on top of customer data. Oracle sells the cloud plumbing those agents increasingly run on. Both are leaning into generative AI, but the way each one funds, prices, ...

Oracle plans to raise nearly $40 billion in debt and equity in 2027 Capital spending for 2026 reached $55.66 billion, surpassing Oracle's $50 billion target Analysts highlight investor concerns over ...

Its inclusion in the US CISA catalog of known exploited vulnerabilities is a warning to admins that patching is needed now. US federal government departments have been given until Thursday to patch a ...

The U.S. Cybersecurity and Infrastructure Security Agency (CISA) has ordered government agencies to secure their systems against a high-severity Oracle WebLogic Server vulnerability that was patched ...

IaaS Carries Oracle. Agentforce Carries Salesforce. Oracle’s Q3 FY2026 print, released in March, was the loudest cloud quarter in the company’s history. Cloud Infrastructure revenue hit $4.88 billion, ...

This voice experience is generated by AI. Learn more. This voice experience is generated by AI. Learn more. Oracle Fired 30,000 People by Email. The Same Quarter, It Posted Record Revenue and a $553 ...

Oracle's operating performance further highlights the extent of AI-driven demand. In the third quarter, the company's total revenue rose 22% year over year to $17.2 billion, while generally accepted ...

Oracle is joining a growing wave of tech companies cutting jobs as they pour billions into artificial intelligence. This morning, the company began implementing sweeping layoffs across multiple ...