Oracle's Larry Ellison believes AI's next frontier is private enterprise data, not just public internet. He argues current models are commoditized and true value lies in securely accessing and ...

Oracle (ORCL) stock’s boom and bust in 2025 has become emblematic of the tech trade’s central conflict: Investors can’t decide whether AI is a generational opportunity or a looming risk. Oracle ...

Oracle Corporation (NYSE:ORCL) is one of the most active US stocks to buy according to analysts. On December 15, Phillip Securities lowered the firm’s price target on Oracle to $344 from $350 and ...

Oracle (ORCL) stock dropped over 40% from its September peak of $877B valuation. Oracle’s $300B OpenAI contract assumes spending Oracle cannot guarantee. Oracle’s remaining performance obligations hit ...

Oracle (ORCL) is back in the spotlight as it doubles down on AI data center spending tied to OpenAI, a strategy that boosts its long term growth story but sharpens questions around debt and ...

Delayed AI infrastructure projects, rising debt, and weaker-than-expected earnings are reviving dot-com-era fears on Wall Street. Reading time 2 minutes After spending a year making it clear that it ...

Oracle is betting big on AI infrastructure. A massive deal with OpenAI could pay off over the next few years, but a lot has to go right. If the AI industry overbuilds AI data centers, Oracle will be ...

Oracle (NYSE: ORCL) has given back most of its midyear gains after posting its weakest quarterly performance since 2021. Heavy AI and data center exposure on Oracle’s balance sheet has increased ...

The world tried to kill Andy off but he had to stay alive to to talk about what happened with databases in 2025.

While investors piled into flashy AI stocks in 2025, Amazon was left behind. Now one of Silicon Valley's loudest voices says that is exactly why it could end up being the market's breakout stock of ...