Yesterday we highlighted Oracle’s massive $455 billion cloud backlog and the question of whether infrastructure spending ...

Oracle’s stock fell more than 12% on Thursday on growing fears about the software giant’s massive AI spending — shaving more ...

Shares in Oracle opened almost 12% lower ‍in Frankfurt, tracking U.S. afterhour losses after the company forecast sales and ...

This creates an imbalance: the upside appears limited, while the downside risk increases if growth even modestly ...

Oracle (ORCL) is rated 'Buy' due to a major valuation dislocation versus its $523B RPO backlog, despite recent CapEx-driven ...

Oracle has pushed back the completion dates for some of the data centers ‍it is developing for OpenAI to 2028 from 2027, ...

Oracle shares sank 13%, sparking a tech selloff as the company's massive spending and weak forecasts fanned doubts over how ...

Oracle stock's recent sell-off reflects growing unease about the cost and timing of its AI infrastructure gamble.

Oracle shares are rebounding after a sharp decline since October, with Guy Adami predicting a continued "relief rally" toward $250–$255 ahead of the company's upcoming earnings report.

Did people complain – and by people, we mean Wall Street – as the world’s largest bookseller invested huge amounts of money ...