Oracle’s record quarterly results triggered an immediate sell-off, as investors digested a $70 billion capital expenditure plan that will require tens of billions in new […]
Tag: SaaS
Oracle Defies SaaSpocalypse
Oracle’s co-founder Larry Ellison didn’t mince words during the company’s fiscal 2026 third-quarter earnings call: the much-hyped “SaaSpocalypse”—where AI coding tools from startups like Anthropic […]