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Oracle earnings will offer big AI test. What Wall Street is saying ahead of the results.

OracleORCL is set to report fiscal second-quarter results tomorrow — a big test for a stock that has become a central player in the AI megatrend. Shares of the enterprise tech giant were down a ...
Reuters

Oracle will test AI’s scale-begets-scale trade

NEW YORK, Sept 10 (Reuters Breakingviews) - Long-standing corporate titans aren’t supposed to add over $200 billion to their market value in a single day. Yet 48-year-old Oracle (ORCL.N), opens new ...
The Silicon Review

Oracle’s Bold AI Gamble Triggers Biggest Stock Crash in Decades

Oracle’s bold AI strategy triggers its biggest stock crash in decades, rattling investors and raising questions about AI investment risks, enterprise tech spending, and long-term market confidence.