Oracle's OpenAI backlog concentration, SMCI disruptions, and geopolitical threats to major data centers pose risks. See why ...

Oracle Corporation remains a Buy as surging cloud AI infrastructure demand drives a record $553B backlog and robust revenue ...

Oracle (ORCL) reported Q3 FY2026 IaaS cloud infrastructure revenue surging 84% year over year to $4.89 billion, with Remaining Performance Obligations hitting $553 billion, up 325% year over year.

Oracle stock plunged 14% on Thursday, weighing on the broader AI trade. The tech leader posted lower-than-expected quarterly revenue, raising concerns of AI overspending. It's the latest red flag for ...

Oracle's fourth-quarter fiscal 2025 earnings call held on June 11 offered a deeper look into the company's accelerating shift toward cloud infrastructure and artificial intelligence, underpinned by ...

Did people complain – and by people, we mean Wall Street – as the world’s largest bookseller invested huge amounts of money to transform itself into an alternative to driving to Wal-Mart? Or, better ...

KeyBanc analysts believe the consensus estimates for Oracle's (NYSE:ORCL) cloud-related capital expenditures are too low, as the conversion rate for cloud capex to next-year revenue has significantly ...

Oracle ORCL is making one of its boldest strategic moves yet, forecasting $35 billion in capital expenditures (CapEx) for fiscal 2026, up from more than $21 billion in fiscal 2025. This aggressive ...

Oracle beat Wall Street's earnings targets but missed the Street's revenue projections. The company is relying on expensive debt to fund its substantial -- and growing -- capital expenditures, making ...

Oracle Corporation ORCL is making one of the most aggressive infrastructure bets in enterprise technology, and its third-quarter fiscal 2026 results have sharpened the debate around whether this ...