The rise of Gemini in a battle against OpenAI could impact a future backlog for Oracle. Here's what Jim Cramer had to say.

Given the big run-up in Oracle shares this year, roughly in-line results don't seem to be enough for Wall Street Following an 81% surge in Oracle Corp. shares so far this year, they're coming back ...

Backlog regime-shift: RPO vaulted to $455B; management expects >$500B soon. Multi-cloud flywheel: DB revenue via AWS/GCP/Azure up 1,529%, aided by 37 more partner datacenters coming online. AI product ...

The big takeaway here is the better color on guidance is a much bigger win than quarterly revenue or EPS. The stock is now up 22.36% after-hours. Bullish: Massive backlog, AI Database catalyst, ...

Comment An industry adage has it that Oracle's calculator only has a plus button, which is reassuring for investors.… Yesterday, they were effusive with praise for Big Red over projected revenues as ...