This unprecedented infrastructure spending spree signals massive opportunity or dangerous overreach in an overheated AI ...

As Oracle pours billions into AI data centers, enterprises may face rising costs — but Oracle too is in a tight spot, which ...

Oracle continues to secure major cloud deals, but investors are more concerned with converting those deals into realized ...

Oracle (NYSE: ORCL) stock fell as much as 16.5% on Dec. 11 in response to the company's second-quarter fiscal 2026 results.

Oracle stock faces a 42% drop post-OpenAI deal amid capex surge and leverage risks. Read the latest analysis on the stock ...

Oracle's CapEx-to-revenue ratio has gone from 13% in FY2024 to 37% in FY2025 to an estimated 75% in FY2026. But their CapEx-to-infrastructure revenue ratio can range from 101% to 206%. This is a tax ...

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

Oracle exited the recent quarter with non-current notes payable and other borrowings (which are basically long-term debt) of ...

Months after Oracle's $400 billion-plus contract backlog ignited a stock-market frenzy, the enthusiasm has given way to ...

Market analysts are concerned about the AI bubble bursting, but Oracle’s latest earnings call shows it is still expanding ...

With relatively tepid growth, rising debt, an increasing cash burn rate, soaring capex and reliance on money-losing OpenAI, ...

Oracle Cloud Infrastructure is launching the first public cloud instances powered by Ampere Computing’s custom, ...