Oracle knew that a massive wave of orders was coming, but they refused to build out infrastructure until contracts were signed. They faced an impossible choice: Insufficient capacity or excess ...

Both stocks are reasonably priced.

Oracle stock jumped in response to the earnings release but remains down 20% year to date at the time of this writing, badly ...

Oracle (NYSE: ORCL) is signing mega-deals to deliver AI infrastructure to hundreds of clients. The company's remaining performance obligations, a metric that measures the value of signed customer ...

Tech giant Oracle Corporation (NYSE: ORCL) has gone from being one of the biggest beneficiaries of the artificial ...

Oracle’s ORCL second-quarter results missed our expectations on multiple fronts. Cloud Applications’ 11% growth saw some sequential acceleration, but Cloud Infrastructure’s 68% expansion was at least ...

Oracle has had a turbulent stretch heading into this analyst call. Shares are down 24.20% year-to-date and around 55% below ...

Oracle brought 400MW of data center capacity online in the last quarter. The company posted strong results for Q3 FY2026 (ending February 2026), with CEO Clay Magouyrk noting that demand for AI ...

Oracle stock down sharply as AI spending raises investor concerns. Bernstein says AI push will drive strong long-term cash flow growth. Analysts see valuation reset creating an attractive entry point.

Oracle stock popped following its latest quarterly report, driven by its better-than-expected results and improved guidance.

Business solutions provider Oracle NetSuite announced a cavalcade of new AI product offerings across its entire suite, providing capacities for automation, analytics, project management and more.

March 24 (Reuters) - Microsoft has agreed to rent a data center project in Texas that was originally being developed for ...