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Oracle

Track Oracle's role in the AI economy through Superpower Daily reporting on infrastructure, tools, and products. This live company page updates automatically as new launches, partnerships, product moves, and market signals are published.

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Latest signalOracle Adds a Gateway to Control AI Agents’ Access to Company Tools18 hours ago / 3 min read

Published coverage27 stories

Last 90 days26 signals

Coverage dates16 days

Profile statusActive desk

Latest coverage

What is moving at Oracle.

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01 / 21 hours ago

Oracle Beats Earnings Estimates as Cloud Infrastructure Revenue More Than Doubles

02 / Yesterday

Oracle Publishes Codex Workflow for Regional Analytics Workbooks

03 / Sep 9, 2026

Oracle Shifts AI Agent Studio Toward Explicit Workflow Orchestration

Sep 8, 2026Products

Launch Products

Oracle Adds AI Filters and Data Context Tools to Analytics Cloud

The September release makes workbook creation and distribution more accessible, but generated business descriptions still require author review and public sharing requires administrator setup.

2 min

Sep 7, 2026Business

Earnings Business

Morgan Stanley Raises Oracle Target by $3, Keeps Equal Weight as GPU Margins Improve

The small target increase puts a fresh margin signal beside an unchanged rating—and an AI infrastructure plan that still requires substantial spending and new financing.

2 min

Sep 7, 2026Infrastructure

Partnership Infrastructure

HPE Issues Oracle Warrants in AI Network Deal With Financing and Telemetry

The newly detailed terms add stock warrants, support, financing capabilities and network-monitoring work around Oracle’s prospective global Juniper deployment.

2 min

Sep 5, 2026Products

Enterprise adoption Products

Oracle Adds Bedrock to Select AI While Keeping More AI Work in Its Database

The new capabilities place embedding, retrieval and workflow functions closer to enterprise data, but generated SQL and agent actions still require careful model, access and network controls.

2 min

Sep 3, 2026Infrastructure

Partnership Infrastructure

Crusoe Signs Reported $13 Billion, Five-Year AI Cloud Deal With Jane Street

The reported agreement gives the trading firm access to Crusoe’s cloud infrastructure for AI training and inference, but it does not connect the $13 billion commitment to a specific site or amount of capacity.

2 min

Sep 3, 2026Tools

Tools

Oracle Publishes Agent Design That Keeps Credentials and Proof Outside the Model

Oracle’s proposed harness treats a model’s output as a request for action, leaving systems outside the model to authorize work, retain state and verify its result.

2 min

Sep 2, 2026Business

Earnings Business

HPE Raises 2026 Revenue Growth Forecast to 34%-37% After $12.21B Quarter

The earnings beat gives HPE a stronger base for its new forecasts, while constrained components could limit how quickly server demand becomes delivered systems.

2 min

Sep 2, 2026Business

Earnings Business

Oracle’s Coming Earnings Put Its AI Cloud Financing Under Scrutiny

Fast cloud growth and a large backlog have raised the bar for Oracle’s next report. Its reliance on debt and equity makes the spending plan as important as the revenue line.

2 min

Key developments

The company timeline.

AI regulationAug 26, 2026

Representative Gabe Evans introduces H.R. 10152, the Open-Source AI Leadership Act

H.R. 10152 would direct the Commerce Department to promote qualified U.S. open AI models, assess foreign adversary model risks, and publish annual reports, while barring use of the bill to authorize bans or restrictions on open models.

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Oracle

What is moving at Oracle.

Oracle Beats Earnings Estimates as Cloud Infrastructure Revenue More Than Doubles

Oracle Publishes Codex Workflow for Regional Analytics Workbooks

Oracle Shifts AI Agent Studio Toward Explicit Workflow Orchestration

Oracle Adds AI Filters and Data Context Tools to Analytics Cloud

Morgan Stanley Raises Oracle Target by $3, Keeps Equal Weight as GPU Margins Improve

HPE Issues Oracle Warrants in AI Network Deal With Financing and Telemetry

Oracle Adds Bedrock to Select AI While Keeping More AI Work in Its Database

Crusoe Signs Reported $13 Billion, Five-Year AI Cloud Deal With Jane Street

Oracle Publishes Agent Design That Keeps Credentials and Proof Outside the Model

HPE Raises 2026 Revenue Growth Forecast to 34%-37% After $12.21B Quarter

Oracle’s Coming Earnings Put Its AI Cloud Financing Under Scrutiny

The company timeline.

Representative Gabe Evans introduces H.R. 10152, the Open-Source AI Leadership Act

Companies in the same signal stream.

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