Shares of SAP AG (SAP) are up $1.07, or almost 2%, at $56.24 after the company this morning reported Q4 revenue above estimates, as previewed by the company a couple of weeks ago, even though EPS appeared to miss estimates on a litigation charge from its suit with Oracle (ORCL).
Q4 [...]

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Shares of Oracle (ORCL) have held up quite solidly today following last night’s better-than-expected fiscal Q2 results and bullish Q3 outlook.
As with the flurry of positive notes about Research in Motion (RIMM), which also beat last night, price targets and estimates are going up across the board.
Brendan Barnicle, Pacific Crest: Reiterates [...]

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Shares of Oracle (ORCL) are up $1.28, or 4%, at $31.55 following better than expected fiscal Q2 results this afternoon, after management on a conference call with analysts said it expects total revenue growth in the fiscal Q3 ending in February, on a non-GAAP basis, of 31% to 35%, year [...]

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Shares of Oracle (ORCL) are up $1.03, or 3.4%, in late trading after the company reported fiscal Q2 revenue and earnings for the three months ended in November ahead of analysts’ estimates.
On a non-GAAP basis, Oracle reported revenue of $8.6 billion and profit per share of 51 cents. Analysts had [...]

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Oracle (ORCL) this afternoon announced a “complete refresh” of the Sun Microsystems computer line, including something fiendishly named the Oracle Exalogic Elastic Cloud, a rack of 1U machines each containing swappable compute “nodes” with dual six-core processors, two clustered solid-state drives, an InfiniBand host channel adaptor, Oracle Linux or Solaris [...]

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Shares of Oracle (ORCL) are up 50 cents, or 1.8%,  at $27.70 in late trading after Dow Jones Newswires was reporting SAP AG (SAP) has been told by a jury to pay $1.3 billion to Oracle in damages in a software theft case that Oracle brought against SAP.
We’re still waiting [...]

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Oracle (ORCL) this afternoon said it has acquired a 10.2% stake in Mellanox (MLNX), an Israeli provider of storage and server connectivity software. Mellanox is best known for its InfinBand “switch fabric” for enterprise data centers. The company said the investment is “in recognition fo the importance of InfinBand and [...]

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Does Larry Ellison want to own EMC (EMC)?
The Wall Street Journal reported earlier that today’s rise in EMC shares reflected speculation that Oracle (ORCL) might want to buy it. The piece notes that Wedbush analyst Kaushik Roy says the rumor has been floating around, amid ongoing speculation about consolidation in [...]

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What will Oracle (ORCL) buy next?
Citigroup analyst Walter Pritchard considers that question in a research note this morning, and came up with a list of potential targets. “We believe Oracle’s top 2 M&A priorities are filling out the systems stack (hardware and infrastructure) and vertical specific software, and we expect [...]

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Oracle (ORCL) this morning said it has agreed to acquire Passlogix, a New York-based provider of enterprise single sign-on software. Terms were not disclosed. The deal is expected to close by year end.

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