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.

When Oracle HCM leaders told HR teams at Oracle AI World last October that 2026 would be “the year of operationalizing AI,” the promise screamed scaling technology. Four months later, when Oracle ...

Shares of Oracle (ORCL) jumped about 10% premarket on Wednesday after fiscal third-quarter results and outlook beat estimates and drew positive reactions from analysts. J.P. Morgan upgraded Oracle's ...

Oracle reported strong third-quarter earnings Tuesday afternoon, sending its stock up sharply. Investors look to be recovering their confidence in the software industry and were also reassured about ...

Oracle proved the artificial-intelligence doubters wrong on Tuesday as the company beat expectations on revenue and earnings, while disclosing that it doesn’t expect it will need to take on more ...

Oracle surpassed estimates for the quarter, and lifted its guidance for fiscal 2027 revenue. During the quarter, Oracle announced plans to raise $45 billion to $50 billion in the fiscal year to expand ...

Enterprise software giant Oracle is reportedly planning to ax thousands of jobs due to mounting financial pressure from its aggressive push to build AI-focused data centers. The tech powerhouse may ...

Oracle Corp. and OpenAI have scrapped plans to expand a flagship artificial intelligence data center in Texas after negotiations dragged over financing and OpenAI’s changing needs. The collapsed talks ...

Oracle Corp. is planning to ax thousands of jobs, among its moves to handle a cash crunch from a massive AI data center expansion effort. The job reductions will affect divisions across the company ...

View post: Amazon is selling a $37 2-piece lounge set for $20, and it comes in 36 colors ...

Sam Altman, Jensen Huang, and Oracle have publicly said there's no tension. "We love working with NVIDIA," Altman wrote in a post on X. "I don't get where all this insanity is coming from." Their ...

The likelihood that Nvidia NVDA-1.50%decrease; red down pointing triangle will be investing far less than $100 billion in OpenAI raises big questions for Oracle ORCL-2.84%decrease; red down pointing ...