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 ...

Shares of Oracle have come under sustained pressure in recent months as investors worry about heavy spending on artificial ...

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 ...

Tech giant Oracle Corporation (NYSE: ORCL) has gone from being one of the biggest beneficiaries of the artificial ...

News: Oracle has begun a fresh round of layoffs as it pours billions into AI infrastructure. Reports point to a wider reset, ...

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 brought 400MW of data center capacity online in the last quarter. The company posted strong results for Q3 FY2026 (ending February 2026), with CEO Clay Magouyrk noting that demand for AI ...

Both stocks are reasonably priced.

Oracle has had a turbulent stretch heading into this analyst call. Shares are down 24.20% year-to-date and around 55% below ...

Oracle and OpenAI have canceled plans to expand a flagship AI data center project in Abilene, Texas, after negotiations over ...

Business solutions provider Oracle NetSuite announced a cavalcade of new AI product offerings across its entire suite, providing capacities for automation, analytics, project management and more.

While there is a big gap between Meta Platforms and Oracle's market caps right now, the latter can still overtake the social ...