Oracle executives repeatedly said the company is insulated from the AI threat. It might be time for investors to listen.

Oracle's backlog was the centerpiece of the results. CEO Safra Catz revealed that the company's remaining performance obligation (RPO) -- a backlog of future sales -- rose to $553 billion, surging 325 ...

In this video, I will cover the CPI report, Oracle's (NYSE: ORCL) earnings, Nebius' new partnership with Nvidia, Uber's ...

Oracle stock rose on Wednesday as investors breathed a sigh of relief on strong Q3 results and an upgraded fiscal 2027 ...

Oracle CEO Clayton Magouyrk said on an earnings call the company's model of having customers provide data chips for new data center builds is working.

Oracle shares jumped 13% after the company reported strong demand for cloud computing to train and run artificial intelligence. If Oracle holds onto its gains, it will notch its biggest ...

The bearish perspective that Oracle is a legacy company losing the cloud battle is directly countered by the 84% increase in ...

Shares of Oracle and chipmakers rose on Wednesday after a strong earnings report signaled AI demand remains healthy, but stocks remained under pressure from rising oil prices and geopolitical risk.

Before Oracle reported earnings on March 10, the narrative was ugly. Job cuts. AI cash crunch. A stock down 23% year to date. Reddit’s r/stocks was flooded with a thread titled “What is wrong with ...

Today, March 11, 2026, investors are weighing blockbuster cloud and AI growth against massive data center spending and cash flow pressure.

Ader reiterated an Overweight rating on Oracle shares with a price target of $300. Some analysts adjusted their outlooks ...

A Cerebras deal from one of the world's top cloud providers could be a big boon for a company that's trying to hit the public ...