You might be staring at your budget, wondering how you’re supposed to cover rent, debt, and everything else on $20–$25 an ...

AI initiatives don’t stall because models aren’t good enough, but because data architecture lags the requirements of agentic systems.

Oracle’s results are incredibly impressive. Oracle has a clear runway for future growth. Microsoft has a better risk/reward profile than Oracle. Investors are concerned that Oracle's spending is too ...

Oracle’s $2.26 EPS beat relied on a $2.7B one-time gain. Core earnings missed at $1.33 versus $1.64 expected. CapEx guidance jumped $15B to $50B for fiscal 2026. Free cash flow burned $10B for the ...

JPMorgan: Second-quarter financial results from Oracle showed the company is a key beneficiary of AI infrastructure demand, Murphy wrote. "The company again posts a material step-up in RPO, highlights ...

Oracle Corp. (NYSE: ORCL) stock declined Friday as markets weighed execution risks around the company’s rapidly scaling AI and cloud capacity buildout. The pullback followed a Bloomberg report that ...

RUNNING A GIANT software business used to be fun. Sure, coming up with a great product was a grind. But once you had one that customers could not live without—be it Microsoft Office, Amazon.com, ...

Bottom line: A key measure of credit risk linked to Oracle has climbed to its highest level in three years, and Wall Street analysts warn that pressure is likely to intensify next year unless the ...

Oracle ORCL1.10%increase; green up pointing triangle is facing mounting anxiety from investors about how much it’s spending to build out data centers for the artificial-intelligence industry. The ...

WASHINGTON, Dec 8 (Reuters) - The U.S. Federal Communications Commission said on Monday it may bar three major Chinese telecom companies from connecting to U.S. networks over efforts to prevent ...

Oracle's credit-default swaps are trading at levels unseen since the financial crisis. Oracle's earnings report last week didn't do much to soothe concerns about how the company will fund its ...

Oracle (ORCL) cloud services now represent 77% of total revenue and grew 55% year-over-year. GPU consumption revenue surged 336%. Oracle’s remaining performance obligation hit $97.3B in Q2 FY2025.