Oracle knew that a massive wave of orders was coming, but they refused to build out infrastructure until contracts were signed. They faced an impossible choice: Insufficient capacity or excess ...

Oracle operates some of the best AI data centers in the world, but its business faces headwinds.

Oracle (NYSE: ORCL) is signing mega-deals to deliver AI infrastructure to hundreds of clients. The company's remaining performance obligations, a metric that measures the value of signed customer ...

Oracle’s ORCL second-quarter results missed our expectations on multiple fronts. Cloud Applications’ 11% growth saw some sequential acceleration, but Cloud Infrastructure’s 68% expansion was at least ...

Oracle plans to cut thousands of jobs which will free up cash flow as the company aggressively invests in its AI data center ...

Oracle and OpenAI have canceled plans to expand a flagship AI data center project in Abilene, Texas, after negotiations over ...

OpenAI announced expansion of its partnership with Oracle to add 4.5 gigawatts of data center capacity, bringing the total data center capacity to over 5 GW. Early this year, OpenAI announced its ...

Both stocks are reasonably priced.

While there is a big gap between Meta Platforms and Oracle's market caps right now, the latter can still overtake the social media giant.

A huge Oracle lease was validation for the years of work Jim Irwin has put into revitalizing Germantown’s riverfront — yet it ...