Oracle (ORCL) is undervalued after a sharp sell-off, says KeyBanc, citing sum-of-the-parts upside from core apps/database and ...

Two companies at the center of the artificial-intelligence data center investment boom are parting ways, according to a report from the Financial Times. Oracle and alternative investments firm, Blue ...

Oracle (ORCL) stock’s boom and bust in 2025 has become emblematic of the tech trade’s central conflict: Investors can’t decide whether AI is a generational opportunity or a looming risk. Oracle ...

Here’s what could be next for Oracle stock. Oracle shares dropped after earnings missed revenue expectations. The company denied reports of OpenAI data center delays. Analysts remain optimistic on ...

Oracle denies delaying OpenAI data centers to 2028 due to shortages Investors worried about Oracle's debt-fueled AI infrastructure buildout Market sensitive to AI delays, scrutinizing spending payoffs ...

Oracle’s results are incredibly impressive. Oracle has a clear runway for future growth. Microsoft has a better risk/reward profile than Oracle. Investors are concerned that Oracle's spending is too ...

Oracle’s stock fell more than 12% on Thursday on growing fears about the software giant’s massive AI spending — shaving more than $30 billion off co-founder Larry Ellison’s fortune. The Texas-based ...

The database giant reported a mixed second quarter, beating earnings estimates with a 54% jump in adjusted EPS to $2.26, but missing revenue expectations at $16.06 billion. However, the focal point ...

Shares in the technology company are down as investors grow anxious that its bet on artificial intelligence, and OpenAI in particular, may not pay off. By Andrew Ross Sorkin Bernhard Warner Sarah ...

Oracle’s cloud RPO hit $455B last quarter, up 359% year over year. The company expects FY26 CapEx of $35B to build GPU clusters for AI infrastructure. Multi-cloud database revenue grew 1,529% as ...

Oracle (ORCL) cloud services now represent 77% of total revenue and grew 55% year-over-year. GPU consumption revenue surged 336%. Oracle’s remaining performance obligation hit $97.3B in Q2 FY2025.

Oracle’s credit default swaps hit a three-year high in November, surging toward the 2008 record as borrowing costs to insure against company default spike. The tech giant borrowed more than $56 ...