Oracle now plans to spend $50 billion worth of capital in fiscal 2026, which is 2x higher than the previous $25 billion guidance released in June 2025. Assuming operating cash flows of $25 billion in ...
Oracle’s stock has dropped 19% within just one month, unsettling investors who previously witnessed its rise earlier this year. The decline began after a revenue miss in the December quarter, but a ...
Oracle has plowed more than $20 billion into capital expenditure in the first half of its financial year, as the tech company rushes to build out data centers for artificial intelligence. Oracle said ...
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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, ...
DA Davidson analyst Gil Luria just cut Oracle's price target by one-third. Luria worries that Oracle's OpenAI contract may not be as good as it seems. I warned that Oracle stock cost too much at $328 ...
Oracle’s bold push into artificial intelligence has sent shockwaves through financial markets, wiping out more than $300 billion in its market capitalization since the company unveiled its massive ...
Oracle’s Azure-OCI interconnect and Database@Azure let OpenAI run Oracle databases and GPU compute seamlessly with Azure. I believe this is the main factor that motivated the $300B deal. RPO jumped ...
Oracle sees total revenue growing to $225 billion in fiscal 2030 Adjusted profit seen at $21 per share in 2030 vs $18.92 LSEG estimate Expects adjusted gross margins of 30-40% in AI cloud computing ...
Oracle Corp. today announced the general availability of Oracle AI Database 26ai and Oracle Autonomous AI Lakehouse, both aimed at supporting artificial intelligence training and inference across ...
Oracle's AI World conference will focus on the latest in generative AI, agentic automation and massively scaled cloud infrastructure for machine learning—spotlighting large partnerships and showcasing ...
Oracle released new renderings of its planned 70-acre campus set to transform Nashville's East Bank on Oct. 8. National interest in the development is growing as the company — poised to take over U.S.