This article first appeared on GuruFocus. Three months ago, Oracle (NYSE:ORCL) delivered one of the most memorable trading days in its modern history after a scorching earnings outlook ignited ...

Known for its database software, Oracle has recently found success in the competitive cloud computing market (Dec 11): Oracle Corp shares fell more than 10% in extended trading after the company ...

Oracle (ORCL) cloud services now represent 77% of total revenue and grew 55% year-over-year. GPU consumption revenue surged 336%. Oracle’s remaining performance obligation hit $97.3B in Q2 FY2025.

SINGAPORE, Dec. 07, 2025 (GLOBE NEWSWIRE) -- Digital Realty (NYSE: DLR), the largest global provider of cloud- and carrier-neutral data center, colocation, and interconnection solutions and an Oracle ...

Oracle (ORCL) issued $18B in bonds and secured a $38B loan to fund AI expansion. Interest payments now consume roughly 20% of quarterly net income. Oracle shares dropped 42% from their September high ...

Oracle sees total revenue growing to $225 billion in fiscal 2030 Adjusted profit seen at $21 per share in 2030 vs $18.92 LSEG estimate Expects adjusted gross margins of 30-40% in AI cloud computing ...

Microsoft and Oracle both hold key contracts with OpenAI and other generative AI developers. Cash flow could be a key factor in the race to build out capacity. One has a much more attractive valuation ...

Oracle has announced a major expansion of its partnership with AMD, positioning itself to be the first hyperscaler to offer a publicly available AI supercluster powered by 50,000 AMD Instinct MI450 ...

Oracle Corp. on Monday promoted Clay Magouyrk and Mike Sicilia to become co-chief executive officers, signaling the company’s focus on its rapidly expanding cloud computing business. The 39-year-old ...

Oracle Corp. is in discussions with Meta Platforms Inc. for a cloud computing deal worth about $20 billion, providing further evidence that the company has become a significant infrastructure provider ...

Oracle Corporation delivered blow-out Q1 2026 results, driven by strong Cloud and AI momentum, resulting in a 36% stock surge. Despite being a second-tier Cloud player, Oracle's double-digit growth ...