Fresh concerns about data-center funding weighed down Oracle’s stock on Wednesday, but the selloff is looking overdone to some on Wall Street. Christine Ji is a reporter covering Big Tech.

Oracle was at the center of all things artificial intelligence (AI) in 2025, and therefore at the center of the investing world. Here's why Oracle plays a linchpin role in the artificial intelligence ...

Oracle is executing a bold cloud and AI pivot, with 2025 revenue up 8% to $57.4B and cloud revenue surging 20–50%. ORCL’s $97B backlog and multi-year OpenAI deal signal strong demand, but the ...

We have generally been negative about Oracle's common equity. Oracle Corporation (ORCL) 2052 bonds offer a rare 7% yield for an investment grade issuer, reflecting significant risk premiums. We ...

Oracle’s earnings report last week didn’t do much to soothe concerns about how the company will fund its artificial-intelligence investments. In fact, investor sentiment has taken a turn for the worse ...

Two companies at the center of the artificial-intelligence data center investment boom are parting ways, according to a report from the Financial Times. Oracle and alternative investments firm, Blue ...

Oracle (ORCL) stock dropped over 40% from its September peak of $877B valuation. Oracle’s $300B OpenAI contract assumes spending Oracle cannot guarantee. Oracle’s remaining performance obligations hit ...

Larry Ellison’s Oracle is stumbling into the end of the year with its shares taking a beating. The tech firm’s stock has plummeted 30% so far this quarter, CNBC noted Friday. Only four trading days ...

Delayed AI infrastructure projects, rising debt, and weaker-than-expected earnings are reviving dot-com-era fears on Wall Street. Reading time 2 minutes After spending a year making it clear that it ...