The OpenAI deal fallout exposes the fundamental danger of being the most leveraged player in a market where the chip cycle moves faster than the concrete dries.

Oracle is no longer just the established enterprise database company many investors remember. Over the past few years, it has ...

Oracle has made itself the king of the data center. It’s the fastest growing in the space.” That’s a strong statement, but the numbers behind it are hard to argue with. Oracle (NYSE:ORCL) has quietly ...

Oracle generated $17.2 billion in total revenue during its fiscal 2026 third quarter, which was a 17% increase from the ...

The chip cycle is moving so fast that even the biggest infrastructure deals can’t keep up.” That line from CNBC’s Deirdre Bosa captures the core tension now rattling AI infrastructure investors.

AI can program drone flights to note conditions such as rusty steel members. Photo by Jeff yoders/ENR. October 11, 2023 Oracle unveiled details about its partnership with artificial intelligence ...

Oracle’s chairman and chief technology officer Larry Ellison said he’s open to partnering with Amazon on cloud computing. Sean M. Haffey/Getty Images Oracle is partnering up with Google to combine ...

Oracle reported third-quarter revenue of approximately $17.2 billion in early March, a 22% increase year-over-year. The company's remaining performance obligations — contracted future revenue not yet ...

Big Red reckons paying for datacenters is easy when you have half a trillion dollars of cloud orders on the books Oracle says AI code generation tools have become so efficient, and it is so good at ...