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

Oracle stock was falling as the market digests its cloud-computing surge. Its future success depends on OpenAI.

Oracle Corporation jumps on a $300B OpenAI cloud deal, but gains may be priced in after a strong rally. Read why I rate ORCL ...

Last week, Oracle surprised Wall Street with a massive $300 billion deal with OpenAI, a five-year deal that helped send ...

The $300B deal is a reminder that despite Oracle’s legacy status, it shouldn’t be overlooked when it comes to AI ...

Gene Munster said AI growth is even earlier than expected and may only be in the first inning, after Oracle's recent backlog ...

The recent $300 billion deal between Oracle and OpenAI has reignited fears of an unsustainable AI bubble, with experts ...

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

Q1. What kind of company was Oracle? Although Oracle has now solidified its unique position in the cloud (virtual server) ...

The Journal says Oracle has a much greater debt load relative to its cash holdings than Microsoft, Amazon and Meta. Its ...

Oracle’s historic stock surge this week underscored the central role OpenAI continues to play in global technology markets.

Larry Ellison briefly became the world’s richest man after Oracle shares spiked nearly 40%. But analysts warn the AI-driven ...