AI labs have huge private market valuations, but are seeking the investment-grade score of public groups such as Oracle ...

Oracle has shed nearly a fifth of its value while its cloud peers climbed, and one Wall Street firm just slapped a price ...

Thursday's report must show that enormous contracts are becoming cloud revenue without creating an even larger financing burden.

Oracle reports Q1 FY2027 earnings on 10 September. We preview AI cloud growth, the $638bn RPO backlog, capital expenditure concerns and the $90bn revenue target.

Oracle is undercutting AWS on price and piling up a backlog that defies expectations, but one of these cloud giants is ...

Billion, and Still Short OpenAI now plans to spend roughly $750 billion on compute infrastructure through 2030, a figure that ...

It was nearly 12 months ago that Oracle stock surged a record 36% on AI optimism. The company has had a rough run since then.

September 10 must prove explosive cloud contracts can outrun negative free cash flow and another $40 billion financing plan.

Oracle Corporation's recent AI infrastructure deals shifted capital risk to customers, but this may reduce revenue and profit ...

Hitachi, Hitachi Vantara and NTT Docomo Business tested automatic failover between distant data centers using Borderless Data ...

Stocks finished lower Friday after an unexpectedly strong jobs report boosted investors’ expectations for a September rate ...

Oracle faces a sharp divide between equity and credit investors. Discover why BofA reiterates a $240 price target despite ...