Oracle’s cloud and AI pivot drives revenue growth and a strong backlog, but high capex and debt pose risks. Read why I rate ...
Oracle’s stock dropped another 5% on Wednesday after reports that a major investor pulled out of a $10 billion data center deal over concerns about the company’s debt. It was the latest blow in a ...
Oracle has plowed more than $20 billion into capital expenditure in the first half of its financial year, as the tech company rushes to build out data centers for artificial intelligence. Oracle said ...
Oracle recently reported disappointing earnings. Broadcom's backlog of orders failed to excite artificial intelligence investors. Investors are concerned about valuations, intense spending on ...
Oracle isn't the only company getting fresh scrutiny from investors for issuing a lot of debt as part of the artificial intelligence race. (Bloomberg Finance, Deutsche Bank Research) "Last night ...
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) stock fell nearly 11% Thursday after the tech firm's quarterly AI costs rose ahead of Wall Street's expectations and revenue fell short. Oracle reported capital expenditures of $12 ...
Three months ago, Oracle (ORCL) was trading at an all-time high of nearly $346, driven by ambitious expansion plans and a narrative focusing on nuclear-powered data centers. Currently, with the stock ...
Oracle reported first-quarter financial results in September with revenue and earnings per share missing analyst estimates. Guidance from the company sent shares higher, with Oracle one of the ...
Oracle is in a difficult position. It already is burning cash, with plans to burn tens of billions more over the next several years as it tries to transform itself from a leading software company into ...
Oracle's data centers are specifically geared for high-performance computing. The company is spending heavily to stay competitive in the AI infrastructure race, but so are most of its peers. Its ...
SALINE TWP., MI — Saline Township officials got an earful from residents opposed to a massive $7 billion, 2.2 million-square-foot data center for tech giants like OpenAI and Oracle to use. Some ...