Microsoft was recently in talks with Oracle for cloud infrastructure, but sources say the deal fell through over security and ...
A reported $3bn deal for Microsoft to lease Oracle cloud capacity fell apart over the FedRAMP security framework, per Business Insider. Oracle disputes the account.
The BI article, published on June 16, said that people familiar with the matter had informed the publication that Microsoft ...
Oracle knew that a massive wave of orders was coming, but they refused to build out infrastructure until contracts were signed. They faced an impossible choice: Insufficient capacity or excess ...
Third and finally, Oracle is carrying over $122 billion in long-term debt, and it just announced plans to raise another $40 ...
It apparently fell short in an attempt to lease cloud capacity from a peer.
Oracle’s ORCL second-quarter results missed our expectations on multiple fronts. Cloud Applications’ 11% growth saw some sequential acceleration, but Cloud Infrastructure’s 68% expansion was at least ...
Oracle (NYSE: ORCL) is signing mega-deals to deliver AI infrastructure to hundreds of clients. The company's remaining performance obligations, a metric that measures the value of signed customer ...
Microsoft reportedly abandoned a multi-billion dollar cloud infrastructure deal with Oracle due to security and compliance ...
Oracle Corp ORCL is scheduled to report its fourth quarter results for fiscal 2026 on Wednesday, June 10. The results are ...
Oracle (ORCL) fell 11% after Q4 earnings despite 47% cloud growth. Analysts weigh in on the $90–95B CapEx plan and whether ...
Oracle fell nearly 10% Friday, its worst session in months, as Broadcom's AI guidance and a debt-heavy buildout spooked ...