NEEDHAM, Mass., December 11, 2025 – According to the International Data Corporation (IDC) Worldwide Quarterly Server Tracker, the server market reached a record $112.4 billion dollars in revenue ...

Enterprises are continuing to pour money into AI compute infrastructures but appear to be a lot more selective about their storage investments, according to data from IDC. The research firm’s ...

AUSTIN, Texas, Dec. 11, 2025 /PRNewswire/ -- In recognition of its ability to help utilities power their operations with clean meter data, Oracle has been named a Leader in the IDC MarketScape: ...

Oracle’s stock fell more than 12% on Thursday on growing fears about the software giant’s massive AI spending — shaving more than $30 billion off co-founder Larry Ellison’s fortune. The Texas-based ...

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We can all talk until we are blue in the face about how weird it is for so much money to be spent on servers during the GenAI boom, but after reviewing the latest market report from IDC – which is one ...

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 shares fell sharply on Thursday, a stark display of investors’ concerns about tech companies overspending on artificial-intelligence infrastructure. The stock fell by about 10% in midafternoon ...

What To Know: Oracle is scheduled to report second-quarter financial results for fiscal 2026 after the bell on Wednesday. Analysts estimate earnings per share of $1.64 and revenue of $16.21 billion, ...

Oracle ORCL-1.17%decrease; red down pointing triangle shares fell sharply on Thursday, a stark display of investors’ concerns about tech companies overspending on artificial-intelligence ...

Oracle ORCL-10.21%decrease; red down pointing triangle shares fell sharply on Thursday, a stark display of investors’ concerns about tech companies overspending on artificial-intelligence ...

Oracle (Nasdaq: ORCL) shares were trading for roughly $207 per share before the company’s earnings call, but selling accelerated during the call, and shares are now trading for about $194. A few notes ...