Oracle’s cloud business will keep growing as the AI boom continues. TSMC will profit from the market’s insatiable appetite for more powerful AI chips. Palo Alto Networks is expanding its cloud and ...

Oracle stock's recent sell-off reflects growing unease about the cost and timing of its AI infrastructure gamble.

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 ...

Oracle gains on cloud growth from large RPOs, discounted valuation, backlog monetization, and a 30%+ growth outlook. Read why ...

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

It’s been a wild ride for Oracle investors this year. Shares of the enterprise software provider kicked off 2025 like most tech stocks, falling victim to the initial tariff-related volatility. From ...

A memo reportedly reveals that the new U.S. investors may wield significantly less influence than anticipated.

The new system is designed to reward rainmakers and weed out underperformers as Google Cloud races to catch up to Amazon and Microsoft.

Oracle's stock jumped after the cloud provider joined a group of investors slated to lead TikTok's U.S. operations. The deal prevents a shutdown of the app in the U.S. over national security concerns.

In the December 10 earnings call, Oracle CEO Larry Ellison said that the company is focusing on solving the “very important problem” of how to enable the most recent AI models to complete multistep ...