Oracle’s earnings report last week didn’t do much to soothe concerns about how the company will fund its artificial-intelligence investments. In fact, investor sentiment has taken a turn for the worse ...

Oracle (ORCL) cloud services now represent 77% of total revenue and grew 55% year-over-year. GPU consumption revenue surged 336%. Oracle’s remaining performance obligation hit $97.3B in Q2 FY2025.

The canary in the coal mine — or in this case, the data center — has stopped singing. The reaction to Oracle’s second-quarter earnings report confirmed the software and cloud-computing company’s role ...

Oracle’s results are incredibly impressive. Oracle has a clear runway for future growth. Microsoft has a better risk/reward profile than Oracle. Investors are concerned that Oracle's spending is too ...

Oracle Corp’s stock fell sharply Wednesday in after-hours trading, after the cloud company reported quarterly earnings that missed Wall Street estimates, continuing a long slump prompted by worries ...

Oracle recently reported disappointing earnings. Broadcom's backlog of orders failed to excite artificial intelligence investors. Investors are concerned about valuations, intense spending on ...

RUNNING A GIANT software business used to be fun. Sure, coming up with a great product was a grind. But once you had one that customers could not live without—be it Microsoft Office, Amazon.com, ...

For Oracle, it’s likely bad enough being the mixed metaphor canary in the AI bubble coal mine. But on Friday, the beleaguered Silicon Vally giant found a new way to suffer. Shares of Larry Ellison’s ...

Oracle ORCL1.10%increase; green up pointing triangle is facing mounting anxiety from investors about how much it’s spending to build out data centers for the artificial-intelligence industry. The ...

Oracle is looking beyond Nvidia for the chips it needs to power its AI datacenters. In what could be described as a warning shot to Jensen Huang's business, Oracle co-founder Larry Ellison said: "We ...

NEW YORK, Dec 12 (Reuters) - The red-hot trade backing artificial intelligence-related stocks has taken a bruising from back-to-back troubling updates from Oracle and Broadcom, reigniting concerns ...

Trading in Oracle Corporation (NYSE: ORCL) is volatile on Friday. This follows yesterday's drop of almost 11%. The selling was triggered by a disappointing earnings report. • Oracle stock is among ...