Oracle said talks for an equity deal to support its Michigan data center project remain on schedule and do not include Blue ...

Oracle faces downside risk with $100B debt, tripled leases, halted buybacks, equity issuance, and elevated valuation versus historical norms. Read why ORCL stock is a hold.

Oracle (ORCL) is rated 'Buy' due to a major valuation dislocation versus its $523B RPO backlog, despite recent CapEx-driven ...

Alphabet, Amazon, Meta and Microsoft—and, more recently, Oracle have poured money into data centres crammed full of pricey AI ...

Andrew Joseph covers health, medicine, and the biopharma industry in Europe. You can reach Andrew on Signal at drewqjoseph.45. LONDON — In the year-plus since Najat Khan joined the AI-focused drug ...

How Recursion is leading a new era of AI-driven drug discovery AI drug discovery is not a new phenomenon – but it is evolving at an almost dizzying pace. Recursion is one of the earliest innovators in ...

The software giant’s latest results is adding fuel to concerns over its ability to capitalize on the AI industry’s ravenous ...

Look at Oracle if you want to assess the sustainability of the AI investment boom: Its credit default swaps are emerging as a ...

Oracle is scheduled to report earnings after the closing bell Wednesday, with traders expecting a big move in the tech giant's stock following the report.

Oracle targets a $15B CapEx jump to meet a record $523B AI backlog. Analysts call the stock "tricky short term" despite ...

Recursion Pharmaceuticals (RXRX) is drawing renewed attention after the appointment of Najat Khan as CEO and news of a narrowing net loss, both viewed as signals of improving execution. Investors also ...