ORCL's AI data center push is driving 14% revenue growth and a record backlog, but $50 billion in capex and negative cash ...

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

After a detailed analysis of Oracle, the following trends become apparent: A Price to Earnings ratio of 36.08 significantly below the industry average by 0.64x suggests undervaluation. This can make ...

The Financial Times reported that Blue Owl Capital, a seasoned investor in Oracle’s ORCL data center projects, is backing off from the company’s latest $10 billion buildout in Michigan. Why it matters ...

It turns out infinite growth might not actually be possible. On Friday, Bloomberg reported that Oracle will be delaying some of its data center projects for OpenAI for at least a year due to labor and ...

Oracle Corp. reported a significant increase in remaining performance obligations (RPO), up 438% in US dollar terms, in the latest financial results announcement. The surge highlights Oracle's rapid ...

In WSJ’s Take On the Week, we discuss the next test for the artificial-intelligence trade: earnings from software makers Oracle and Adobe due tomorrow. Oracle has heavily debt-financed an ...

Oracle has sold off since its post-earnings surge. The tech giant’s cloud growth depends on a handful of key customers. Oracle is taking on debt and undercutting the competition on pricing. Oracle ...

A data-center group that is closely linked to Oracle and OpenAI’s Stargate effort could test the market’s willingness to provide the trillions needed to deliver artificial intelligence over the coming ...

The first alleged benchmark result for the M5 chip in the new 14-inch MacBook Pro has surfaced, allowing for some performance comparisons. Based on a single unconfirmed result uploaded to the ...

Oracle Corporation’s Q1 FY 2026 saw a 359% surge in cloud backlog in Remaining Performance Obligations, reaching $455 billion, signaling explosive demand for its AI-driven cloud infrastructure ...

Oracle’s data centers are purpose-built for artificial intelligence (AI). The tech giant is winning high-value contracts across the AI landscape. Oracle is working with AWS, Microsoft Azure, and ...