A measure of Oracle Corp.’s credit risk climbed on Wednesday after the database company posted a jump in spending on data centers and other equipment, raising fresh doubts about how quickly it can ...

‘We are the only applications company in the world that’s selling complete application suites,’ Oracle co-CEO Mike Sicilia says. Oracle co-CEO Clay Magouyrk sought to clarify how the vendor finances ...

Forbes contributors publish independent expert analyses and insights. Peter Cohan, a Boston-based senior contributor, covers stocks. Oracle's stock has fallen sharply due to investor concerns over its ...

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For a few brief weeks in September and October, Oracle was on top of the artificial-intelligence revolution. The storied business-software and database company had a burgeoning $300 billion ...

Oracle might have an OpenAI problem. Oracle (ORCL) stock has tumbled over 40% from its September peak, erasing more than $360 billion from its market capitalization. Nearly $67 billion of that decline ...

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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Oracle (ORCL) stock fell nearly 11% Thursday after the tech firm's quarterly AI costs rose ahead of Wall Street's expectations and revenue fell short. Oracle reported capital expenditures of $12 ...

As Oracle pours billions into AI data centers, enterprises may face rising costs — but Oracle too is in a tight spot, which gives CIOs leverage in negotiations. Oracle’s aggressive AI-driven data ...

JPMorgan: Second-quarter financial results from Oracle showed the company is a key beneficiary of AI infrastructure demand, Murphy wrote. "The company again posts a material step-up in RPO, highlights ...