Larry Ellison broke from Elon Musk at the exact moment OpenAI needed a miracle, and that choice pushed Oracle into the most expensive cloud gamble ever written on paper. The whole thing began when ...

Last week, Oracle surprised Wall Street with a massive $300 billion deal with OpenAI, a five-year deal that helped send Oracle’s stock soaring—and brought simmering fears of an ‘AI bubble’ back to the ...

Oracle is downgraded from strong buy to hold after a remarkable run, citing concerns over further upside. ORCL's recent surge is driven by its $300B AI infrastructure deal with OpenAI, but significant ...

Oracle’s Azure-OCI interconnect and Database@Azure let OpenAI run Oracle databases and GPU compute seamlessly with Azure. I believe this is the main factor that motivated the $300B deal. RPO jumped ...