Oracle doubles 2026 capital spending to $50B, but rising debt and AI reliance pose risks. Learn how these shifts could impact ...

Crews officially began the first phase of construction on the Oracle, OpenAI and Vantage Data Centers facility and expect to ...

DOE signed agreements with 24 organizations to support the Genesis Mission, White House's initiative to promote AI use in ...

As enthusiasm for AI matures, markets seem increasingly willing to distinguish between growth stories supported by budget ...

Blue Owl Capital's decision to step away from financing an Oracle-backed (NYSE: ORCL) AI data center has become a fresh ...

AI initiatives don’t stall because models aren’t good enough, but because data architecture lags the requirements of agentic systems.

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

This solution accelerator provides a unified data foundation with integrated data architecture leveraging Microsoft Fabric, OneLake, Microsoft Purview, and Azure Databricks to deliver a unified, ...

This unprecedented infrastructure spending spree signals massive opportunity or dangerous overreach in an overheated AI market.

Access to Oracle Red Bull Racing’s garage in Abu Dhabi, the final race of the season, reveals how Monte Carlo simulations, artificial intelligence and Oracle Cloud Infrastructure power split-second ...

This correction signals a major change in market perception. The focus has shifted from praising Oracle’s ambition to examining its balance sheet.