Oracle's OCI revenue is growing 66% YOY, outpacing AWS and Azure. Oracle is selling profitable business units and accumulating tens of billions in debt to fund the data center expansion needed to ...

The likelihood that Nvidia NVDA-0.40%decrease; red down pointing triangle will be investing far less than $100 billion in OpenAI raises big questions for Oracle ORCL 1.93%increase; green up pointing ...

Oracle Corporation is upgraded to a buy as valuation hits multiyear lows, despite strong growth momentum. Cloud revenues surged 34% YoY, with Oracle Cloud Infrastructure up 68%, and RPOs soared 438% ...

Fresh concerns about data-center funding weighed down Oracle’s stock on Wednesday, but the selloff is looking overdone to some on Wall Street. Christine Ji is a reporter covering Big Tech.

Oracle (ORCL) stock fell more than 5% Wednesday after the Financial Times reported that private lender Blue Owl Capital (OWL) will not back a $10 billion deal for its next data center as the software ...

Oracle on Friday pushed back against a report that said the company will complete data centers for OpenAI, one of its major customers, in 2028, rather than 2027. An Oracle spokesperson did not specify ...

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 ...

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 ...

Oracle ORCL1.59%increase; green up pointing triangle has never given up gains this big, this fast. Investors nervous about the scale of capital that technology companies are plowing into ...

Oracle’s Azure-OCI interconnect and Database@Azure let OpenAI run Oracle databases and GPU compute seamlessly with Azure. I believe this is the main factor that motivated the $300B deal. RPO jumped ...

Oracle is forecasting a significant acceleration in growth through 2030, owing to the terrific demand for its cloud infrastructure. Importantly, Oracle seems to have a big-enough contract backlog that ...