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.

Oracle just delivered a record quarter, with earnings per share and total revenue both up by more than 20% year over year. Management said this was the first time in over 15 years that Oracle ...

Oracle's (NYSE: ORCL) stock price jumped 9.2% on March 11 in response to its third-quarter fiscal 2026 earnings and updated guidance. But the stock is still down big year to date and is over 50% off ...

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What we know so far: Oracle is preparing for another wave of job cuts as part of a major restructuring plan, even as it ramps up investment in artificial intelligence and cloud infrastructure. The ...

Microsoft Corp. will occupy a data center project previously earmarked for Oracle Corp. and OpenAI, scooping up 900 megawatts of capacity after the other two companies walked away from the site. The ...

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 ...

“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 ...

PIMCO weighs $14 billion debt deal for Oracle's Michigan data center, Bloomberg News reports Pacific Investment Management Co. is in talks with the Bank of America to help provide roughly $14 billion ...

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It ...