Oracle is accelerating data center construction timelines and managing costs. It is justifying its spending by fulfilling highly profitable contracted capacity. Oracle’s cash burn is taking a toll on ...

Connecting the dots: Will Oracle be the first major company to falter amid the looming AI bubble? Analysts are scrambling to interpret what is really happening at the cloud giant, as co-founder Larry ...

Oracle (ORCL) stock rocketed higher after the company beat Wall Street's expectations on the top and bottom lines for its Q3 earnings on Tuesday and raised its 2027 revenue guidance to $90 billion.

Oracle ORCL-2.21%decrease; red down pointing triangle raised its sales outlook as demand for artificial intelligence continues to outpace supply, sending its shares higher in off-hours trading. Oracle ...

Oracle surpassed estimates for the quarter, and lifted its guidance for fiscal 2027 revenue. During the quarter, Oracle announced plans to raise $45 billion to $50 billion in the fiscal year to expand ...

Oracle's AI data center strategy boosts revenue forecast to $90 billion by 2027 RPO grows 325% YoY to $553 billion in Q3, surpassing estimates Oracle's cloud margins expected to improve with database ...

Warren Buffett’s final major investment was The New York Times (NYT) before Berkshire Hathaway (BRK-A) transitioned to Greg Abel. Berkshire’s newest 13F also shows continuing sales of Apple (AAPL) and ...

We came across a bullish thesis on Oracle Corporation on LongYield’s Substack. In this article, we will summarize the bulls’ thesis on ORCL. Oracle Corporation's share was trading at $193.61 as of ...

Look at Oracle if you want to assess the sustainability of the AI investment boom: Its credit default swaps are emerging as a way to 'hedge the entire debt cycle within AI' For a few brief weeks in ...