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Here’s Why ClearBridge Value Strategy Decided to Exit Oracle (ORCL)

ClearBridge Investments, an investment management company, released its “ClearBridge Value Strategy” first quarter 2025 investor letter. A copy of the letter can be downloaded here. In the first ...
InfoWorld

With Ellison’s exit, Oracle can finally do the cloud right

Larry Ellison is stepping down as CEO of Oracle. The news rocked the industry last week. When I heard, I was sitting in a meeting and thought to myself: This is where I was when Larry Ellison resigned ...
CNET

Calif. questioning prompts Oracle exit

SACRAMENTO, Calif.--Tensions between Oracle and California officials investigating a controversial contract flared on Tuesday, when an executive walked out of a hearing room after a state senator ...
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, ...
NBC News

Oracle’s Ellison blasts HP board for Hurd’s exit

Oracle Chief Executive Larry Ellison blasted Hewlett-Packard on Monday for forcing CEO Mark Hurd to resign. In an email sent to the New York Times and later provided to Reuters by Oracle, Ellison ...