MICROSOFT has agreed to rent a data center project in Texas that was originally being developed for Oracle and OpenAI, Bloomberg News reported on Tuesday, citing people familiar with the situation.

RBC Capital Markets managing director for software Rishi Jaluria joins Market Catalysts host Julie Hyman to explain why he liked the earnings print and what he wants to see more of from the company.

Oracle is pivoting toward cloud infrastructure, and that has proved controversial on Wall Street due to the heavy spending it requires. Can the company sway the doubters with its third-quarter results ...

Oracle’s Q3 FY26 financial results arrive March 10 following market close Analysts project earnings per share of $1.71 (+16.3% YoY) with revenue around $16.92 billion (+20% YoY) Cloud infrastructure ...

Oracle (ORCL) will report fiscal third-quarter results on March 10 and its outlook on its Oracle Cloud Infrastructure unit is likely to be of utmost importance for investors, investment firm Evercore ...

“Every morning the opening screen on my Bloomberg is what’s going on with CDS spreads on Oracle debt,” Morgan Stanley Wealth Management CIO Lisa Shalett told Fortune in October, seeming to speak for a ...

The artificial intelligence corner of the tech industry is feeling anxious this week due to ongoing rumors that a possible deal worth $100 billion between NVIDIA and OpenAI may be in trouble. There’s ...

Oracle stock rose 2% in Monday morning trading after the company announced on Sunday plans to raise $45 billion to $50 billion in the 2026 calendar year. The data center giant said on Sunday it ...

In mid-January 2026, Oracle had massive unrealized potential on the table due to the recent acquisition of TikTok holdings. Once merely the landlord of this property, it's now also going to be able to ...