Shares of Oracle (NYSE: ORCL) have retreated 48% in the past six months, driven by concerns that the company is spending way too much to build artificial intelligence (AI) infrastructure. Oracle's ...

Oracle is converting its massive backlog into revenue, which should accelerate growth in the next couple of years. The company's earnings growth potential and valuation suggest it is likely to deliver ...

Oracle is converting its massive backlog into revenue, which should accelerate growth in the next couple of years. The company's earnings growth potential and valuation suggest it is likely to deliver ...

Oracle is increasingly well positioned to benefit from AI through its infrastructure software segment and by embedding AI into its applications. Oracle’s leverage adds risk to the investment thesis.

Oracle Cloud Infrastructure (OCI) has become a strategically significant part of Oracle’s business, and one it hopes offers differentiation from the major hyperscalers. The company posted cloud ...

Oracle delivered outstanding third-quarter results ahead of expectations, with total revenue up 22% to $17 billion and cloud revenue up 44% to $9 billion. Most importantly, cloud infrastructure ...

Oracle is adding a higher level of artificial intelligence (AI) autonomy to its Fusion cloud applications suite. At its AI World Tour London event today, the supplier is unveiling a capacity for the ...

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Oracle faces significant existential risk amid the current LLM-driven AI surge, with recent results highlighting accelerating vulnerabilities. RPO surged 325% year-over-year to $553 billion, primarily ...

SAN FRANCISCO, March 23 (Reuters) - (This March 23 story has been corrected to clarify that Oracle introduced agentic apps that work across its software suite, rather than individual AI agents, in the ...

Microsoft Corp. will occupy a data center project previously earmarked for Oracle Corp. and OpenAI, scooping up 900 megawatts of capacity after the other two companies walked away from the site. The ...