Oracle is a critical AI infrastructure play with a growing backlog to be recognized over the next two to five years, ...

Oracle just surpassed Microsoft in terms of the absolute size of its RPO, but real risks continue to haunt investors.

Oracle's ⁠total workforce declined 13%, or about 21,000 ⁠employees in fiscal 2026, as the cloud computing ‌giant continued ...

The Oracle logo is displayed on the company's world headquarters April 20, 2009 in Redwood Shores, California. Justin Sullivan/Getty Images For the first time, a major technology company has said so ...

Roupp and the team were cheered when they took the field on Thursday.

Oracle points out that the demand for data center graphics cards remains robust, suggesting that Nvidia should be able to ...

Negotiations between Microsoft Corp. MSFT and Oracle Corp. ORCL regarding the leasing of Oracle’s cloud infrastructure ...

Oracle faced a sharp decline in stock prices on Thursday, triggering alarms among investors who are anxious about the company’s escalating debt and spending in the competitive AI infrastructure sector ...

Oracle (NYSE: ORCL) stock is up a 45.5% over the past 52 weeks, but tumbled 6% through 9:45 a.m. ET Wednesday morning. One Wall Street analyst thinks this is the exact opposite of what should be ...

While not an astronomical prediction, it is significant enough if the calculations prove accurate. Revenue compounding plays a crucial role.

It seems like every software vendor conference you go to these days has a Formula 1 can parked on the expo floor highlighting the vendor’s partnership with one team or another. In fact, Ferrari’s cars ...

Oracle ORCL and Penguin Solutions PENG sit on opposite ends of the AI data center value chain, yet both are key beneficiaries ...