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

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

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.

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 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 ...

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 ...

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 ...

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 ...