BofA sees 30% upside in Oracle on strong AI, cloud demand. $553 billion backlog boosts growth visibility but execution risk remains. Rising capex, negative FCF seen as key risks to watch. Shares of ...

Emergency out-of-band fixes issued by enterprise IT giants Microsoft and Oracle have shone a spotlight on issues around both update cycles and patching, and identity security and zero-trust. Microsoft ...

SAN FRANCISCO, March 23 (Reuters) - (This March 23 story has been corrected to clarify that Oracle introduced agentic apps that work across its software suite, rather than individual AI agents, in the ...

Microsoft has agreed to lease a data center in Abilene, Texas, that was originally built for Oracle and OpenAI, Bloomberg News reports. The facility offers roughly 700 megawatts of capacity and sits ...

The Investment Committee give you their top stocks to watch for the second half. Got a confidential news tip? We want to hear from you. Sign up for free newsletters and get more CNBC delivered to your ...

Oracle established itself as a critical provider of cloud infrastructure services purpose-built for hyperscale workloads. The company's capital expenditures (capex) are accelerating rapidly, ...

Oracle's latest results have improved investor confidence as it continues to sign more deals for its AI infrastructure. Oracle has adopted a smart strategy of funding data center expansion efforts ...

Baseball season is almost here! Spring training 2026 is winding down, and teams are starting to seriously ramp up in anticipation of the upcoming season. That certainly includes the Yankees, who will ...

An Austin-based software giant has set aside billions for restructuring, raising concerns about potential job cuts as the company ramps up spending on artificial intelligence tools and data center ...

Oracle ORCL0.79%increase; green up pointing triangle will spend $500 million more on restructuring costs in the current fiscal year than previously reported as artificial-intelligence models allow the ...