Salesforce (NYSE:CRM) and Oracle (NYSE:ORCL) just delivered earnings that frame the cloud pivot from opposite ends. Oracle is ...

AI thrives on data but feeding it the right data is harder than it seems. As enterprises scale their AI initiatives, they face the challenge of managing diverse data pipelines, ensuring proximity to ...

Oracle (ORCL) has $553 billion in remaining performance obligations as of Q3 FY2026, up 325% year-over-year, and raised FY2027 revenue guidance to $90 billion, driven by AI infrastructure demand for ...

Salesforce CRM and Oracle ORCL are two of the biggest names in the cloud software market. Both companies offer powerful, enterprise-grade platforms spanning customer relationship management, ...

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, ...

Oracle (ORCL) delivered Cloud Infrastructure revenue of $4.88B (up 84% YoY) and booked $553B in remaining performance obligations, but is funding its AI hyperscaler buildout with $124.7B in ...