Oracle stock was falling as the market digests its cloud-computing surge. Its future success depends on OpenAI.
Big Tech’s AI capital expenditures are soaring, which raises the risk companies are overbuilding infrastructure before it can ...
Following the first-quarter report, major news outlets reported that a gigantic deal with OpenAI was behind a big chunk of ...
Last week, Oracle surprised Wall Street with a massive $300 billion deal with OpenAI, a five-year deal that helped send Oracle’s stock soaring—and brought simmering fears of an ‘AI bubble’ back to the ...
The $300B deal is a reminder that despite Oracle’s legacy status, it shouldn’t be overlooked when it comes to AI ...
Oracle Corporation jumps on a $300B OpenAI cloud deal, but gains may be priced in after a strong rally. Read why I rate ORCL ...
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 ...
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.
Overview Oracle stock price analysis shows strong cloud growth with Q1 revenue hitting $14.9 billion and cloud revenue rising ...