Oracle (ORCL) is rated 'Buy' due to a major valuation dislocation versus its $523B RPO backlog, despite recent CapEx-driven ...
The ChatGPT parent still accounts for most of the software company’s revenue backlog.
The U.S. Cybersecurity & Infrastructure Security Agency (CISA) is warning government agencies to patch an Oracle Identity Manager tracked as CVE-2025-61757 that has been exploited in attacks, ...
AT&T provided flights from Washington, DC, to Las Vegas and accommodation so Ars could attend the Las Vegas Grand Prix. Ars does not accept paid editorial content. LAS VEGAS—A Formula 1 car runs on ...
See what the report actually reveals about PMax delivery, attribution, and asset performance – plus where the data still misleads.
Oracle Corporation's raised capex sparks valuation, ROI, and AI funding concerns. Click for what this means for ORCL margins, ...
Nvidia is growing revenue and profits much faster than Oracle, thanks to surging demand for its AI computing platforms. Oracle is leaning on its cloud backlog and large AI deals, but its current ...
Oracle is aggressively building out AI data centers, most notably for OpenAI under a massive multi-year deal The company's balance sheet is already loaded with debt, and more debt is being piled on to ...
AI spending is front and center again for investors. Oracle plunged Thursday, with top hardware makers including Nvidia and ...
A critical flaw in Oracle's Identity Manager has been exploited in the wild, marking the latest threat for customers of the enterprise software giant. CVE-2025-61757 is a remote code execution (RCE) ...
Oracle Corp.’s stock can reclaim its highs and then post even bigger gains from there, according to a Jefferies analyst. Jefferies’ Brent Thill is sticking with his $400 price target on Oracle shares ...
Apex Group, a financial-services provider with more than $3 trillion in assets under administration, is set to acquire London-based Globacap, an investing platform with a U.S.-regulated broker-dealer, ...