Oracle is increasingly well positioned to benefit from AI through its infrastructure software segment and by embedding AI into its applications. Oracle’s leverage adds risk to the investment thesis.

On Tuesday, Oracle Corporation said its rapidly expanding AI data center business is already profitable, though heavy construction and expansion costs are temporarily weighing on overall margins.

Oracle on Tuesday predicted that the AI data center boom will power its revenue above Wall Street estimates well into 2027, sending its shares up 8.3% in extended trading. The results help to allay ...

Oracle told investors during its third-quarter fiscal-year 2026 earnings call that its AI infrastructure business is profitable today and should become more so as under-construction capacity is ...

“Data is the lifeblood of any business, and the cloud is the best way to analyze it so that insights become actionable,” said Magesh Bagavathi, Senior Vice President and Global Chief Technology ...

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The environmental impact of new data centers is unclear as developers are guarded about water and power usage specifics. Data centers use a massive amount of electricity, which is expected to strain ...

Microsoft Corp. (MSFT) is reportedly considering leasing hundreds of megawatts of data center capacity at the Abilene, Texas site that Oracle Corp. (ORCL) walked away from last week. According to a ...

Dr. Densley and Dr. Peterson are criminologists who have spent a decade studying mass shootings. Until recently, if asked to profile a typical mass shooter, we would have described a middle-aged man ...