Oracle's Reasonable Debt, Outsized AI Growth, Cheap Valuations Trigger Buy Rating

Oracle gains on cloud growth from large RPOs, discounted valuation, backlog monetization, and a 30%+ growth outlook. Read why ...

Oracle Q2 Earnings: Don't Catch The Falling Knife

Oracle faces downside risk with $100B debt, tripled leases, halted buybacks, equity issuance, and elevated valuation versus ...

Ranjith Rajasekharan's Vision For AI-Enhanced Oracle Cloud DBAs Signals The Next Era Of Strategic Database Management

Ranjith Rajasekharan shares his vision for the future of Oracle Cloud DBAs, highlighting how AI-driven automation is ...

Oracle: Recent Stock Decline an Overreaction to Potential AI Risks

We see ample demand for AI-related data centers, but have lowered our fair value estimate and raised our Uncertainty Rating ...

Oracle's Ambitious Data Center Buildout Can Lead to a Wide Range of Outcomes

More recently, OCI’s strong client focus and ability to scale put it squarely at the center of the booming AI ecosystem, leading to skyrocketing bookings with key AI stakeholders such as OpenAI, Meta, ...

The Squishy Number Behind the Rise and Fall of Oracle’s Stock

AI investors are scrutinizing a once-obscure metric related to future sales.
IEEE

Framework for the Assessment of Data Masking Performance Penalties in SQL Database Servers. Case Study: Oracle

Abstract: Dynamic data masking (DDM) is a powerful data-security technique for protecting personal and other sensitive information in databases from unauthorized access. A DDM can be used to mask or ...