IBM & Oracle Corporation
12 shared events · Importance 3 · Last updated Jun 03, 2026
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Tech
IBM: IBM is leveraging automation and AI to increase productivity with its existing workforce in India, allowing it to handle more work internally. This demonstrates the efficiency gains from AI.
Oracle Corporation: Oracle Corporation's ad business, Roundel, is using AI to generate ads faster and respond to trends, enhancing loyalty and personalization opportunities.
May 26, 2026 · 12 articles
Business
IBM: IBM's maintenance management tool is being replaced by Starbucks' AI-powered platform. Shares fell 4-5.2% on the news, reflecting concerns about AI-driven disintermediation.
Oracle Corporation: Oracle's point-of-sale system Simphony is being replaced by a Starbucks-built system, though this effort predates the AI push. The impact is moderate as Oracle is one of several vendors affected.
Jul 09, 2026 · 7 articles
Business
IBM: IBM's revenue miss and forecast cut led to a historic stock plunge, reflecting its struggle to adapt to AI-driven spending shifts. The company faces near-term headwinds but is investing in open-source security and seeing growth in OpenShift and non-mainframe hardware.
Oracle Corporation: Oracle shares fell about 2% in the software sell-off.
Jul 14, 2026 · 41 articles
Business
IBM: IBM's Q2 miss and 25% stock drop caused sector contagion, negatively affecting Oracle's stock price.
Oracle Corporation: Oracle is the central entity, executing a massive AI infrastructure buildout with $55.66B capex and $638B RPO. The stock has fallen 23% YTD due to negative free cash flow and planned capital raise, but long-term growth prospects remain strong.
Jun 14, 2026 · 30 articles
Business
IBM: IBM is a funding member of Open Invention Network, contributing to its ability to provide patent protection for open source software.
Oracle Corporation: Oracle Corporation is a funding member of Open Invention Network, contributing to its ability to provide patent protection for open source software.
Jun 08, 2026 · 6 articles
Business
IBM: Technology partner.
Oracle Corporation: Technology partner.
Jul 12, 2026 · 15 articles
Tech
IBM: IBM collaborates with Asus and WekaIO to provide intelligent services and high-speed storage access, optimizing AI data pipelines. This strengthens IBM's role in enterprise AI solutions and data management.
May 26, 2026 · 159 articles
International
IBM: IBM is scheduled to report quarterly earnings, with investors assessing the impact of the Iran war on corporate results.
Apr 13, 2026 · 26 articles
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