In terms of valuation, Oracle trades at a forward price-to-earnings (P/E) ratio of 33x, which is higher than the tech sector average of about 24x. That indicates that investors are still pricing in strong growth. Oracle also returns cash to shareholders through dividends, with a 1.9% dividend yield, a most recent payout of $0.50 per share, and a forward payout ratio of 32.7%, supported by regular quarterly dividends.Over the past month, Oracle shares have slipped 14.9%, as investors have reacted to the fund ...

Core Insights - Oracle has partnered with Microsoft to create an integration blueprint aimed at enhancing decision-making and automating supply chain processes for manufacturers [1][2] Group 1: Integration Blueprint - The integration blueprint allows manufacturers to connect live production data from the shop floor directly into enterprise workflows, improving efficiency and visibility in supply chain processes [2][3] - Key capabilities of the integration include real-time intelligence, secure data flows, automated business events, and standardized best practices for streamlined deployment [3] Group 2: Oracle Cloud SCM - Oracle Cloud SCM, part of Oracle Fusion Cloud Applications, is designed to connect supply chain processes seamlessly and adapt quickly to changing market conditions [4] - The platform incorporates embedded AI capabilities to provide insights that optimize supply chain operations and build resilience against disruptions [4] Group 3: Microsoft Azure Integration - Microsoft Azure IoT Operations transforms raw production data into actionable insights, which can be directly integrated into Oracle Cloud SCM [5][6] - This collaboration enables organizations to make faster, informed decisions, improve operational efficiency, and respond promptly to changes on the shop floor [6] Group 4: AI Agent Marketplace - Oracle has introduced the AI Agent Marketplace, allowing customers to discover and deploy partner-built AI agents to enhance productivity and tackle complex business challenges [7]