Oracle is increasingly well positioned to benefit from AI through its infrastructure software segment and by embedding AI into its applications. Oracle’s leverage adds risk to the investment thesis.

Oracle ORCL-2.21%decrease; red down pointing triangle raised its sales outlook as demand for artificial intelligence continues to outpace supply, sending its shares higher in off-hours trading. Oracle ...

OpenAI is walking away from expanding its flagship Stargate data center with Oracle because it wants next-generation Nvidia chips at new sites instead. Oracle is the only major player funding the AI ...

The questions asked during Oracle’s Q3 FY26 earnings call is indicative of the legitimate concerns investors have over whether spending vast sums of money on building advanced datacentres with the ...

Oracle's third-quarter cloud infrastructure revenue surged 84% year over year, accelerating significantly. The software giant's remaining performance obligations climbed to a staggering $553 billion.

Oracle Corp. shares soared as much as 15% on Wednesday after the software and cloud services company reported strong sales and issued an outlook that suggests little letup in demand for AI computing.

Oracle stock popped as the company reported strong fiscal third-quarter earnings and reassured investors about its AI cloud computing plans. CEO Clayton Magouyrk touted Oracle's ...

Oracle ORCL0.79%increase; green up pointing triangle will spend $500 million more on restructuring costs in the current fiscal year than previously reported as artificial-intelligence models allow the ...

Oracle proved the artificial-intelligence doubters wrong on Tuesday as the company beat expectations on revenue and earnings, while disclosing that it doesn’t expect it will need to take on more ...

"AI is helping so much that we don't need people," is the go-to narrative. But did Oracle convince investors? Reading time 3 minutes In a third-quarter earnings report on Tuesday, tech giant Oracle ...

Oracle is pivoting toward cloud infrastructure, and that has proved controversial on Wall Street due to the heavy spending it requires. Can the company sway the doubters with its third-quarter results ...

Microsoft (MSFT) is apparently discussing leasing out segments of an uncompleted data center site in Abilene, Texas, according to The Information. The site in question is one of the flagship centers ...