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SAP shares retreat after Oracle unveils aggressive AI investment plans (SAP)

SAP (NYSE:SAP) shares fell more than 4% after competitor Oracle (NYSE:ORCL) revealed fiscal 2027 capital expenditure plans ...
ZDNet

Google migrates from Oracle financial software to SAP

Google's parent company Alphabet is moving its internal financial operations from Oracle to SAP software. The news, first reported by CNBC, coincidentally comes on the same day the Supreme Court gave ...
TechCrunch

SAP, and Oracle, and IBM, oh my! ‘Cloud and AI’ drive legacy software firms to record valuations

There’s something of a trend around legacy software firms and their soaring valuations: Companies founded in dinosaur times are on a tear, evidenced this week with SAP‘s shares topping $200 for the ...
Diginomica

SAP gets the 'full Ellison' as the Oracle CTO names 100 ERP 'defectors' from his oldest adversary

SAP is more responsible for our leadership position than we are. It was a combative Larry Ellison who had his German nemesis firmly in his sights as he co-hosted the Oracle Q3 post-results analyst ...
Opinion

Software stocks are dominating the AI cycle: SAP, ServiceNow, Oracle, and Globex Mining are in higher demand than ever!

SAP: AI Push and Major Contracts from Germany Provide a Boost SAP is currently experiencing a remarkable stock market revaluation. Following a significant correction down to EUR 135 in May, the stock ...