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Oracle’s new Gen X and Millennial CEOs get stock options worth $350 million—but they’ll have to keep the stock soaring to collect

Oracle announced that longtime CEO Safra Catz will be replaced by two new internal hires: Clay Magouyrk, 39, and Mike Sicilia, 54. The outgoing CEO described the two as “a match made in heaven”—two ...
Seeking Alpha

Oracle: Becoming The Fourth Hyperscaler

Oracle is set to transform into a top-tier cloud infrastructure player after securing a $300 billion, five-year deal with OpenAI. The "Stargate" project will see ORCL deliver massive AI data center ...
Seeking Alpha

Oracle: Backlog Is A Distraction, Exit Before The Bubble Bursts

Oracle Corporation’s recent stock surge is largely driven by a narrative around its AI and cloud pivot rather than underlying fundamentals. While revenue in its cloud segment has grown impressively, ...
CRN

Oracle Q2 Earnings: New CEOs Try To Clarify AI Capital Costs, Show Growth Across Applications And Infrastructure

‘We are the only applications company in the world that’s selling complete application suites,’ Oracle co-CEO Mike Sicilia says. Oracle co-CEO Clay Magouyrk sought to clarify how the vendor finances ...