“People went from thinking there is virtually no credit risk to thinking there is some risk depending on the name, and that ...

Chairman and Chief Technology Officer Larry Ellison said on the recent earnings call, "Training AI models on public data is ...

Summary: Oracle (Nasdaq: ORCL) and OpenAI are creating something massive in the desert outside Abilene, Texas. Eric Bleeker ...

Oracle's CapEx-to-revenue ratio has gone from 13% in FY2024 to 37% in FY2025 to an estimated 75% in FY2026. But their CapEx-to-infrastructure revenue ratio can range from 101% to 206%. This is a tax ...

The red-hot trade backing artificial intelligence (AI)-related stocks has taken a bruising from back-to-back troubling ...

Yet barely three months later, Oracle has reportedly pushed out the completion date for some of those centres to 2028.

From a sell-off in Nvidia shares to Oracle’s plunge after reporting mounting spending on AI, signs of skepticism are increasing. Read more at straitstimes.com. Read more at straitstimes.com.

Oracle struck about $150 billion worth of lease commitments on data centers in the three months ending November, it revealed in securities filing late last week, a sign it is preparing for the cloud ...

It is scary. I don't know what the future holds, but what I know is that I can always get a job in another five years, but ...

Oracle Corporation (NYSE:ORCL) is one of the AI Stocks in the Spotlight for Investors. On December 11, UBS analyst Karl ...

November fumble that followed some fantastic quarters served up by the tech titans, investors might be wondering if now is a ...

AI investments created a $500B windfall in 2025 -- 20 billionaires, led by Larry Ellison, saw massive gains as Nvidia, Oracle and CoreWeave fueled the AI boom.