Oracle recognized the AI land grab accelerating in real time: a market rocketing from $80–100 billion today to $350–650 ...

Over the past quarter, Oracle’s stock has fallen nearly 40% from its highs as investors reassessed margins, capital spending, cash flows, and balance-sheet risk. (Photo source: Reuters and AI ...

Harbor Capital Appreciation Fund, an investment management company, released its Q3 2025 investor letter. A copy of the same can be downloaded here. The Harbor Capital Appreciation Fund primarily ...

Here’s what could be next for Oracle stock. Oracle shares dropped after earnings missed revenue expectations. The company denied reports of OpenAI data center delays. Analysts remain optimistic on ...

Oracle’s $2.26 EPS beat relied on a $2.7B one-time gain. Core earnings missed at $1.33 versus $1.64 expected. CapEx guidance jumped $15B to $50B for fiscal 2026. Free cash flow burned $10B for the ...

JPMorgan: Second-quarter financial results from Oracle showed the company is a key beneficiary of AI infrastructure demand, Murphy wrote. "The company again posts a material step-up in RPO, highlights ...

An upbeat second-quarter earnings report from Oracle wasn’t enough to shake off the artificial-intelligence jitters that have crept into the stock. Oracle ORCL cleared the bar set by Wall Street on ...

A measure of Oracle Corp.’s credit risk climbed on Wednesday after the database company posted a jump in spending on data centers and other equipment, raising fresh doubts about how quickly it can ...

Oracle ORCL-1.76%decrease; red down pointing triangle is facing mounting anxiety from investors about how much it’s spending to build out data centers for the artificial-intelligence industry. The ...

Look at Oracle if you want to assess the sustainability of the AI investment boom: Its credit default swaps are emerging as a way to 'hedge the entire debt cycle within AI' For a few brief weeks in ...

Oracle (ORCL) cloud services now represent 77% of total revenue and grew 55% year-over-year. GPU consumption revenue surged 336%. Oracle’s remaining performance obligation hit $97.3B in Q2 FY2025.

Within the modern interdependent economy, financial transactions have changed from a back-office activity to the foundation of business. For companies that span government, engineering, and life ...