Oracle’s cloud and AI pivot drives revenue growth and a strong backlog, but high capex and debt pose risks. Read why I rate ...

Hospitals and health systems are entering a period of rapid acceleration in AI. Clinical leaders are reporting tangible gains, from automated note-taking to clearer visibility into patient histories, ...

Oracle doubles 2026 capital spending to $50B, but rising debt and AI reliance pose risks. Learn how these shifts could impact ...

AI investors are scrutinizing a once-obscure metric related to future sales.

Oracle has been working to fulfill a $300 billion contract to provide computing power for training and running OpenAI’s models since signing the agreement this summer. Shares pared losses to 4% by 2 ...

Dec 12 (Reuters) - Oracle denied on Friday a media report that it was delaying OpenAI-related data centers, following investor worries over its debt-fueled AI infrastructure buildout. Bloomberg News ...

Oracle’s stock fell more than 12% on Thursday on growing fears about the software giant’s massive AI spending — shaving more than $30 billion off co-founder Larry Ellison’s fortune. The Texas-based ...

Oracle Corp.’s stock can reclaim its highs and then post even bigger gains from there, according to a Jefferies analyst. Jefferies’ Brent Thill is sticking with his $400 price target on Oracle shares ...

Oracle Corp. (NYSE: ORCL) reported its second-quarter financial results after Wednesday’s closing bell. The transcript of Oracle’s second quarter FY2026 earnings call is below: This transcript is ...

Q2 Highlights: Oracle reported second-quarter revenue of $16.06 billion, missing analyst estimates of $16.21 billion. The software giant said adjusted earnings grew 54% year-over-year to $2.26 per ...

DA Davidson analyst Gil Luria just cut Oracle's price target by one-third. Luria worries that Oracle's OpenAI contract may not be as good as it seems. I warned that Oracle stock cost too much at $328 ...

A critical flaw in Oracle's Identity Manager has been exploited in the wild, marking the latest threat for customers of the enterprise software giant. CVE-2025-61757 is a remote code execution (RCE) ...