However, Oracle's fiscal 2026 Q3 results (for the quarter ended Feb. 28) seem to have assuaged investors' concerns to some extent. The AI stock shot up impressively in extended trading, driven by a ...
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 ...
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's cloud infrastructure business is accelerating rapidly, but investors should weigh the company's massive capital expenditure plans before buying shares.
The market's enthusiasm for AI is having a material impact on this tech stalwart's financials.
Oracle's latest earnings surpassed estimates, and remarks from executives calmed worries about the breakneck pace of AI infrastructure spending.
Oracle's backlog was the centerpiece of the results. CEO Safra Catz revealed that the company's remaining performance obligation (RPO) -- a backlog of future sales -- rose to $553 billion, surging 325 ...
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 ...
While Oracle has traditionally been viewed as a legacy database provider, its aggressive pivot toward Oracle Cloud ...
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