Yesterday we highlighted Oracle’s massive $455 billion cloud backlog and the question of whether infrastructure spending ...

Oracle’s stock fell more than 12% on Thursday on growing fears about the software giant’s massive AI spending — shaving more ...

Oracle missed its top line, delivering $16.06 billion when Wall Street had projected $16.21 billion for the quarter. It did, ...

This creates an imbalance: the upside appears limited, while the downside risk increases if growth even modestly ...

Oracle (ORCL) stock offers strong long-term growth potential after its price dip. Read here for a detailed investment ...

Oracle stock's recent sell-off reflects growing unease about the cost and timing of its AI infrastructure gamble.

Oracle (ORCL) is rated 'Buy' due to a major valuation dislocation versus its $523B RPO backlog, despite recent CapEx-driven ...

Three months ago, Oracle Corp.’s scorching earnings outlook sent the shares soaring to their best day in three decades. But a ...

Oracle has pushed back the completion dates for some of the data centers ‍it is developing for OpenAI to 2028 from 2027, ...

Did people complain – and by people, we mean Wall Street – as the world’s largest bookseller invested huge amounts of money ...