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 ...
TikTok and Chinese owner ByteDance signed agreements with Oracle and two other investors to form a new U.S. joint venture. Oracle stock jumped on the news.
Oracle is tumbling after reporting earnings as investors question its aggressive strategy. The tech giant reported an impressive 54% increase in non-GAAP earnings per share and record remaining ...
Here’s what could be next for Oracle stock. Oracle shares dropped after earnings missed revenue expectations. The company denied reports of OpenAI data center delays. Analysts remain optimistic on ...
Oracle denies delaying OpenAI data centers to 2028 due to shortages Investors worried about Oracle's debt-fueled AI infrastructure buildout Market sensitive to AI delays, scrutinizing spending payoffs ...
Oracle’s cloud RPO hit $455B last quarter, up 359% year over year. The company expects FY26 CapEx of $35B to build GPU clusters for AI infrastructure. Multi-cloud database revenue grew 1,529% as ...
(Bloomberg/Carmen Reinicke) — Three months ago, Oracle Corp.’s scorching earnings outlook sent the shares soaring to their best day in three decades. But a quarter later, things look very different ...
Oracle’s credit default swaps hit a three-year high in November, surging toward the 2008 record as borrowing costs to insure against company default spike. The tech giant borrowed more than $56 ...
The cost of protecting Oracle Corp.’s debt against default is surging by the most since 2021, as jittery investors and lenders rush to hedge against the billions of dollars the software giant is ...
Shares in Oracle, one of the world’s largest computing infrastructure companies, fell by 29.4% in the month to 13 November, as concerns over the feasibility of artificial intelligence (AI) spending ...
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 ...
Oracle's post-rally slide followed ambitious long-term targets and fresh concern about funding the build-out. A record contract backlog supports multiyear growth as cloud infrastructure scales. With ...