For a few brief weeks in September and October, Oracle was on top of the artificial-intelligence revolution. The storied business-software and database company had a burgeoning $300 billion ...

Oracle (NYSE: ORCL) stock is down 46% from its September record, erasing all of its OpenAI deal gains and then some. The market soured on Oracle after it began to question Sam Altman’s company’s ...

NEW YORK, Dec 12 (Reuters) - The red-hot trade backing artificial intelligence-related stocks has taken a bruising from back-to-back troubling updates from Oracle and Broadcom, reigniting concerns ...

NEW YORK, Dec 12 (Reuters) - The red-hot trade backing artificial intelligence-related stocks has taken ‌a bruising from back-to-back troubling updates from Oracle and Broadcom, reigniting ‌concerns ...

Oracle shares drop after dour forecast, higher capex AI-related stocks including Nvidia fall At least 13 brokerages slash PT on stock following results Dec 11 (Reuters) - Oracle (ORCL.N), opens new ...

Oracle’s $2.26 EPS beat relied on a $2.7B one-time gain. Core earnings missed at $1.33 versus $1.64 expected. CapEx guidance jumped $15B to $50B for fiscal 2026. Free cash flow burned $10B for the ...

Oracle’s cloud RPO hit $455B last quarter, up 359% year over year. The company expects FY26 CapEx of $35B to build GPU clusters for AI infrastructure. Multi-cloud database revenue grew 1,529% as ...

Three months ago, Oracle Corp.’s scorching earnings outlook sent the shares soaring to their best day in three decades. But a quarter later, things look very different for the database software maker ...

Look at Oracle if you want to assess the sustainability of the AI investment boom: Its credit default swaps are emerging as a way to 'hedge the entire debt cycle within AI' For a few brief weeks in ...

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 ...