Oracle is increasingly well positioned to benefit from AI through its infrastructure software segment and by embedding AI into its applications. Oracle’s leverage adds risk to the investment thesis.

Oracle delivered outstanding third-quarter results ahead of expectations, with total revenue up 22% to $17 billion and cloud revenue up 44% to $9 billion. Most importantly, cloud infrastructure ...

"AI is helping so much that we don't need people," is the go-to narrative. But did Oracle convince investors? Reading time 3 minutes In a third-quarter earnings report on Tuesday, tech giant Oracle ...

Oracle called recent news reports about Abilene's Stargate data center "false and incorrect" this week. Media reports surrounding the expansion of the artificial intelligence data center indicated a ...

Enterprise software giant Oracle is reportedly planning to ax thousands of jobs due to mounting financial pressure from its aggressive push to build AI-focused data centers. The tech powerhouse may ...

Oracle Corp. and OpenAI have scrapped plans to expand a flagship artificial intelligence data center in Texas after negotiations dragged over financing and OpenAI’s changing needs. The collapsed talks ...

Oracle shares have been battered as investors worry about the company’s debt levels and whether OpenAI will follow through on its commitments, but some analysts now see a buying opportunity. “The ...

Oracle's shares may be oversold. OpenAI and TikTok should help to fuel the cloud giant's growth. The sell-off in Oracle's shares is overdone. That's according to Davidson analyst Gil Luria, who ...

To finance its artificial-intelligence ambitions, Oracle is looking to raise more money at a time when Wall Street has gotten more worried about the level of financing underpinning the AI boom. The ...

The likelihood that Nvidia NVDA-1.50%decrease; red down pointing triangle will be investing far less than $100 billion in OpenAI raises big questions for Oracle ORCL-2.84%decrease; red down pointing ...

Oracle shares fell 2% on February 2 following the company’s announcement that it planned to raise upwards of $50 billion in 2026. That spike came after Oracle reported a 359% increase in its remaining ...

This voice experience is generated by AI. Learn more. This voice experience is generated by AI. Learn more. Every enterprise IT executive faces the same AI paradox: their most valuable data sits ...