Oracle Corporation faces volatility, margin/CapEx pressure and OpenAI execution risk—but cloud growth and AI pricing offer ...

Investors continue to worry about the return Oracle will get on its AI infrastructure spending.

The cloud giant's record quarter came with a reminder of just how expensive its artificial intelligence build-out has become.

Oracle beat on earnings and revenue, but negative free cash flow and the company's plan to raise more capital is weighing on ...

Oracle investors didn't get what they wanted. But its earnings report was a good sign for other stocks in the AI trade.

Oracle's (ORCL) stock fell after Q4 earnings as analysts highlighted gross margin pressure and capital raise plans.

Oracle Corporation reported a record Q4 with revenue of $19.2 billion, up 21%, driven by strong demand for cloud ...

Oracle shares plunged after the tech giant said it expects to raise billions of dollars this fiscal year to fund its AI buildout. The news overshadowed record quarterly results and a record backlog.

Oracle Corp.’s bonds rallied on Thursday even as its shares tumbled, after the database giant calmed debt investors by saying ...

Learn what revenue operations is, how RevOps aligns sales, marketing, customer success, and finance, and how to build a RevOps function that supports predictable growth. If you can only read one tech ...

IBM research finds many EMEA executives lack visibility into AI dependencies, raising risks around cost, outages, vendor lock-in, and sovereignty. If you can only read one tech story a day, this is it ...

France’s OVHcloud bets on frontier AI as Europe seeks alternatives to US models The company says the cost of training frontier AI models has fallen sharply, but analysts say the bigger challenge may ...