On Tuesday, Oracle Corporation said its rapidly expanding AI data center business is already profitable, though heavy ...
Oracle's $300 billion deal with OpenAI established it as a major player in AI cloud computing alongside Amazon, Google and ...
The Larry Ellison–led software giant is remaking its cloud infrastructure to rival Amazon and Microsoft.
Oracle is navigating a high-stakes transition, balancing a debt load exceeding $100 billion with an aggressive pivot to become an "AI Cloud Landlord." ...
The bearish perspective that Oracle is a legacy company losing the cloud battle is directly countered by the 84% increase in ...
The market's enthusiasm for AI is having a material impact on this tech stalwart's financials.
Oracle's cloud infrastructure business is accelerating rapidly, but investors should weigh the company's massive capital expenditure plans before buying shares.
Oracle's latest results clearly suggest that its investments in AI infrastructure are paying off.
Discover how Oracle's earnings report could influence its full-year 2026 guidance and long-term growth strategy. Read more here.
Oracle's latest earnings surpassed estimates, and remarks from executives calmed worries about the breakneck pace of AI infrastructure spending.
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.
Shares of enterprise software giant Oracle (NYSE:ORCL) jumped 9.3% in the afternoon session after the company reported ...
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