We see 2026 as the year that investors begin to shift their focus from hardware to software positions,” an HSBC analyst wrote.

Compared to its prior-gen A2 instances, which are based on Ampere's older AmpereOne (non-M) chips, Oracle claims customers ...

Shares of enterprise software and cloud computing major Oracle (ORCL) had a tough trading session Thursday. Nosediving by ...

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

With memory and networking becoming new bottlenecks, the Index added exposure to firms like SK Hynix, Broadcom and Astera ...

Oracle slipped after Bloomberg reported that some of the company's data centers for OpenAI will now be completed in 2028 ...

A lacklustre trading update reignited fears of a bubble in richly-valued artificial intelligence stocks, that analysts warn ...

Investors have questioned Oracle's AI infrastructure plans and colossal amount of debt.

Three months ago, Oracle Corp’s scorching earnings outlook sent the shares soaring to their best day in three decades. But a ...

Three months ago, Oracle Corp.’s scorching earnings outlook sent the shares soaring to their best day in three decades. But a ...

Oracle (ORCL) poised for growth as OCI fuels revenue. Learn why analysts call it a buy and how cloud transformation offers a ...

re:invent Amazon on Thursday unveiled Graviton5, its densest, highest performance CPU yet, cramming 192 processor cores into ...