Oracle’s results are incredibly impressive. Oracle has a clear runway for future growth. Microsoft has a better risk/reward profile than Oracle. Investors are concerned that Oracle's spending is too ...

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 ...

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 ...

Oracle's $300 billion AI infrastructure deal with OpenAI has raised concerns about the company's debt. Oracle will need to borrow heavily to build AI data centers, and OpenAI's ability to pay is an ...

Oracle has gone from market darling to cautionary tale in a matter of weeks, with its share price sliding more than 40 percent from a September peak as investors reassess how much they are willing to ...

ORCL's growth is driven by its fast-expanding OCI cloud business, major AI partnerships (including OpenAI/Stargate), and accelerating SaaS adoption. Management guides for 16% total revenue growth and ...

Oracle ORCL0.65%increase; green up pointing triangle and OpenAI are working with hyperscaler Vantage Data Centers to develop a data center campus outside Milwaukee. The planned $15 billion campus in ...

Oracle expects its cloud infrastructure business to create $166 billion in revenue by fiscal year 2030, accounting for nearly three-quarters of its total sales, the company says. Reuters reported that ...

For years, Oracle has found itself solidly in the second tier of cloud providers, well behind the top three of Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform, which combined ...

It is Oracle OpenWorld CloudWorld AI World this week, so we expect a lot of AI infrastructure announcements from Big Red, with AI being the biggest new workload to hit the enterprise in decades. We ...

CrowdStrike on Monday said it's attributing the exploitation of a recently disclosed security flaw in Oracle E-Business Suite with moderate confidence to a threat actor it tracks as Graceful Spider ...

Oracle, Silver Lake and Abu Dhabi's MGX will be main investors in TikTok's U.S. business, sources told CNBC's David Faber on Thursday. Those three entities will control roughly 45% of TikTok USA.