Over the past few months, investors have been treating Oracle’s stock with caution. Reflecting fears of ballooning capital expenditures and the risk Oracle could lose its investment-grade credit ...

Oracle is executing a bold cloud and AI pivot, with 2025 revenue up 8% to $57.4B and cloud revenue surging 20–50%. ORCL’s $97B backlog and multi-year OpenAI deal signal strong demand, but the ...

Oracle denies delaying OpenAI data centers to 2028 due to shortages Investors worried about Oracle's debt-fueled AI infrastructure buildout Market sensitive to AI delays, scrutinizing spending payoffs ...

Did people complain – and by people, we mean Wall Street – as the world’s largest bookseller invested huge amounts of money to transform itself into an alternative to driving to Wal-Mart? Or, better ...

A measure of Oracle Corp.’s credit risk climbed on Wednesday after the database company posted a jump in spending on data centers and other equipment, raising fresh doubts about how quickly it can ...

Oracle’s credit default swaps hit a three-year high in November, surging toward the 2008 record as borrowing costs to insure against company default spike. The tech giant borrowed more than $56 ...

Oracle's stock has plunged since hitting an all-time high in September as the company has become a poster child for growing investor concerns that an AI bubble has formed. The company is enmeshed in ...

Oracle Corp. co-founder and Chairman Larry Ellison added to the number of employees who report to him after the company changed chief executive officers in September. About 64,000 workers at the ...

Oracle disclosed a 359% gain in its long-term performance obligations for its cloud unit. Subsequent reports revealed much of the gain came from OpenAI. Then a subsequent Nvidia agreement with OpenAI ...

Oracle is shaking up its executive suite as it sets its sights on AI infrastructure dominance. The company announced Monday that it is promoting Clay Magouyrk and Mike Sicilia to co-CEO roles.

Oracle's stock surged 36% after reporting record future revenue obligations. Jefferies sees more upside, lifting its stock price target to $360 on cloud and AI growth. Analysts point to Oracle's ...

OpenAI has struck a landmark deal with Oracle to buy $300 billion in computing power over five years, highlighting both the explosive rise of AI and the growing financial risks around it. People ...