Oracle ( ORCL +0.60%) is signing mega-deals to deliver AI infrastructure to hundreds of clients. The company's remaining ...
In recent months, Oracle has doubled down on AI-focused cloud infrastructure, ramping capital spending, expanding data ...
Oracle's (ORCL) dependence on OpenAI (OPAI.PVT) has emerged as a key risk for the cloud company. Monachil Capital Partners ...
Oracle was at the center of all things artificial intelligence (AI) in 2025, and therefore at the center of the investing ...
Though it certainly doesn’t feel like it, Oracle (NASDAQ:ORCL) shares finished 2025 with respectable, market-beating gains ...
Wall Street is losing faith in Oracle’s capacity to crank out new server farms for OpenAI, even after the AI giant agreed to ...
Expert Ali Meli explains why investors short Oracle as a 'cheap proxy' to hedge AI credit risk, citing OpenAI exposure and ...
Oracle (NYSE:ORCL) looked set to be the newest addition to the $1 trillion club just a few months back in September, where ...
The artificial intelligence money scramble continues all the way into the end of the year, as OpenAI may raise $10 billion from Amazon, perhaps part of as much as $100 billion from a range of ...
Oracle’s market value has been sliding like a greased ferret since 10 September, when it trumpeted its $300bn deal with OpenAI and watched roughly $315bn vanish in the process. Peers on the Nasdaq ...
Oracle and Palantir took center stage this year as the artificial intelligence sector continued to dominate the conversation.
Oracle’s cloud and AI pivot drives revenue growth and a strong backlog, but high capex and debt pose risks. Read why I rate ...