SAP stock (NYSE: SAP) fell in Thursday’s pre-market trading as investors reacted to a spending shock from rival Oracle, not to any fresh bad news from SAP itself. Oracle shares dropped about 9% after ...

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Oracle is rated a strong buy, with risk/reward skewed favorably after a 58% share price decline and forward P/E of 17x. Learn ...

Oracle Corporation faces valuation pressure after raising its FY 2026 capex guidance by $15 billion without a corresponding growth uplift, fueling ROI and AI funding concerns. ORCL delivered 433% y/y ...

Oracle and Amazon just admitted their AI buildouts are burning cash faster than their core businesses can replenish it, and one of them has a balance sheet thin enough that a single delayed contract ...

The expanding landscape of digital infrastructure, particularly AI data centers, is attracting significant investment beyond traditional Bitcoin mining, driving growth in the sector. This shift ...

Oracle ORCL reported in-line fourth-quarter results, with total revenue up 21% to $19 billion and cloud revenue up 47% to nearly $10 billion. The company delivered more than 1.2 gigawatts of data ...

Oracle Corporation ORCL is making one of the most aggressive infrastructure bets in enterprise technology, and its third-quarter fiscal 2026 results have sharpened the debate around whether this ...