Big Tech’s AI capital expenditures are soaring, which raises the risk companies are overbuilding infrastructure before it can ...

Oracle's $300B OpenAI data center deal and surging remaining performance obligations signal significant future revenue ...

Oracle stock gained momentum Thursday after Moody’s Ratings highlighted risks tied to its $300 billion AI contracts but ...

Oracle’s AI and cloud growth boost revenue, but high debt and margin pressure signal risks. Click here to read an analysis of ...

U.S. software company Oracle saw its stock price surge 35.95% the day after announcing its latest quarterly earnings ...

Larry Ellison briefly knocked Tesla CEO Elon Musk from the top spot last week, but he’s lost billions in the one week since.

For most of the past decade, the cloud market looked like a three-horse race: Amazon Web Services (AWS), Microsoft Azure, and Google Cloud. Oracle was an afterthought. Its market share hovered in the ...

Broadcom played a pivotal role in Alphabet's development of its highly touted tensor processing units (TPUs), which have ...

ORCL's massive AI cloud deals, soaring RPO and $35B data center buildout point to strong revenue growth and long-term upside.

Decelerating revenue growth, collapsing free cash flow, and increasing competition. Is the tech bubble about to pop?

Chalmers will meet Jason Kwon in Sydney as Australia vies to host major AI infrastructure following the USD300 billion startup's 'Stargate UK' investment announcement.