Oracle Corporation is upgraded to a buy as valuation hits multiyear lows, despite strong growth momentum. Cloud revenues surged 34% YoY, with Oracle Cloud Infrastructure up 68%, and RPOs soared 438% ...

Oracle’s earnings report last week didn’t do much to soothe concerns about how the company will fund its artificial-intelligence investments. In fact, investor sentiment has taken a turn for the worse ...

A job posting by a Microsoft engineer sparked excitement about a project “to eliminate every line of C and C++ from Microsoft by 2030”, replacing it with Rust — but alas for fans of the memory-safe ...

SAN FRANCISCO (AP) — TikTok has signed a deal to sell its U.S. business to three American investors — Oracle, Silver Lake and MGX — ensuring the popular social video platform can continue operating in ...

Michigan regulators unanimously approved a request from utility DTE Energy Co. to power a massive data center development planned by Oracle and OpenAI, during a contentious hearing where some members ...

What To Know: The Financial Times reported on Wednesday that Blue Owl Capital (NYSE:OWL) , Oracle’s biggest data center partner, has decided not to support a $10 billion deal for its next planned data ...

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 ...

Oracle shares sank on Thursday after revenue earnings missed analyst expectations. Other AI-related names like Nvidia, Micron and CoreWeave fell alongside it. Investors have questioned Oracle's AI ...

RUNNING A GIANT software business used to be fun. Sure, coming up with a great product was a grind. But once you had one that customers could not live without—be it Microsoft Office, Amazon.com, ...

Oracle’s cloud RPO hit $455B last quarter, up 359% year over year. The company expects FY26 CapEx of $35B to build GPU clusters for AI infrastructure. Multi-cloud database revenue grew 1,529% as ...

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While Oracle’s operational performance remains strong—supported by steady cloud infrastructure growth, expanding AI-related workloads, and resilient recurring revenue—the current stock price embeds ...