Oracle recognized the AI land grab accelerating in real time: a market rocketing from $80–100 billion today to $350–650 billion by 2030, with the largest compute buyers on the planet—OpenAI, Meta, xAI ...

The guy who bet against the housing market in 2008 and made a fortune when everything collapsed? You may remember him from “The Big Short”. Christian Bale played him. Well, Burry is back with another ...

Artificial intelligence is growing fast, and big tech companies like Google, OpenAI, Meta, and others are spending billions to build smarter AI models. But Oracle founder Larry Ellison believes there ...

Investing.com - UBS lowered its price target on Oracle (NYSE:ORCL) to $280.00 from $325.00 on Monday, while maintaining a Buy rating on the stock. The price target reduction comes amid a 41% ...

Brent Thill, Jefferies analyst, joins ‘Squawk on the Street’ to discuss concerns surrounding Oracle, how its success is linked to OpenAI’s financials, and more. Got a confidential news tip? We want to ...

Oracle is simultaneously planning heavier capital expenditures and signing up for leases to meet demand for cloud infrastructure for artificial intelligence customers such as OpenAI. The company ...

Oracle's debt is rising as cash flies out the door to fund AI data centers. The company already has a debt-heavy balance sheet, and it will need to borrow more to fund its AI infrastructure contracts.

Colin is an Associate Editor focused on tech and financial news. He has more than three years of experience editing, proofreading, and fact-checking content on current financial events and politics.

Oracle’s $2.26 EPS beat relied on a $2.7B one-time gain. Core earnings missed at $1.33 versus $1.64 expected. CapEx guidance jumped $15B to $50B for fiscal 2026. Free cash flow burned $10B for the ...

JPMorgan: Second-quarter financial results from Oracle showed the company is a key beneficiary of AI infrastructure demand, Murphy wrote. "The company again posts a material step-up in RPO, highlights ...

A measure of Oracle Corp.’s credit risk climbed on Wednesday after the database company posted a jump in spending on data centers and other equipment, raising fresh doubts about how quickly it can ...

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 ...