Oracle (ORCL) stock’s boom and bust in 2025 has become emblematic of the tech trade’s central conflict: Investors can’t decide whether AI is a generational opportunity or a looming risk. Oracle ...

Oracle (ORCL) stock fell more than 5% Wednesday after the Financial Times reported that private lender Blue Owl Capital (OWL) will not back a $10 billion deal for its next data center as the software ...

Oracle’s stock fell more than 12% on Thursday on growing fears about the software giant’s massive AI spending — shaving more than $30 billion off co-founder Larry Ellison’s fortune. The Texas-based ...

Oracle (ORCL) cloud services now represent 77% of total revenue and grew 55% year-over-year. GPU consumption revenue surged 336%. Oracle’s remaining performance obligation hit $97.3B in Q2 FY2025.

Oracle's data centers are specifically geared for high-performance computing. The company is spending heavily to stay competitive in the AI infrastructure race, but so are most of its peers. Its ...

Today’s AI-first environment is pushing traditional enterprise data architectures to a breaking point. Organizations store critical business information across fragmented systems, with data warehouses ...

Oracle is reportedly looking to raise funds just weeks after the company inked a historic AI infrastructure deal with OpenAI. Cloud infrastructure giant Oracle is looking to raise $15 billion through ...

Oracle on Monday named insiders Clay Magouyrk and Mike Sicilia as co-CEOs, replacing Safra Catz, who was instrumental in shaping the company’s cloud strategy and thrusting it to the forefront of the ...

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 data center revenue rose sharply last quarter as demand from AI developers for capacity continued to outstrip supply. Its remaining performance obligation rose by a remarkable 359% year over ...