Oracle (ORCL) is undervalued after a sharp sell-off, says KeyBanc, citing sum-of-the-parts upside from core apps/database and ...

Observe CEO Jeremy Burton talked with CRN about how Snowflake came to acquire his company and what is in store for observability at Snowflake going forward.

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

Today, Nvidia’s revenues are dominated by hardware sales. But when the AI bubble inevitably pops, the GPU giant will become the single most important software company in the world. Since ChatGPT ...

Oracle’s aggressive AI-first infrastructure expansion underpins OpenAI’s Stargate vision, transforming cloud into a core national-scale compute and energy resource. This $300 billion investment ...

What To Know: The Financial Times reported on Wednesday that Blue Owl Capital (NYSE:OWL) , Oracle’s biggest data center partner, has decided not to support a $10 billion deal for its next planned data ...

Oracle (ORCL) stock fell more than 5% Wednesday after the Financial Times reported that private lender Blue Owl Capital (OWL) will not back a $10 billion deal for its next data center as the software ...

Oracle's debt is on the rise. Free cash flow is very much in the red. Oracle's leverage makes it a high-risk, high-potential-reward opportunity in AI. The tech giant reported an impressive 54% ...

View post: Fast food chicken chain nearly gone after 1,000 stores close Oracle shares dropped after earnings missed revenue expectations. The company denied reports of OpenAI data center delays.

An upbeat second-quarter earnings report from Oracle wasn’t enough to shake off the artificial-intelligence jitters that have crept into the stock. Oracle ORCL cleared the bar set by Wall Street on ...

Oracle ORCL-1.76%decrease; red down pointing triangle is facing mounting anxiety from investors about how much it’s spending to build out data centers for the artificial-intelligence industry. The ...

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.