Yesterday we highlighted Oracle’s massive $455 billion cloud backlog and the question of whether infrastructure spending ...

Oracle reported a cloud revenue result that landed below expectations, leaving investors uneasy about how long its massive AI ...

The earnings call comes on the back of a 23% drop in Oracle’s share price last month, its worst monthly performance since ...

As Oracle pours billions into AI data centers, enterprises may face rising costs — but Oracle too is in a tight spot, which ...

Oracle's CapEx-to-revenue ratio has gone from 13% in FY2024 to 37% in FY2025 to an estimated 75% in FY2026. But their CapEx-to-infrastructure revenue ratio can range from 101% to 206%. This is a tax ...

Oracle Corporation (NYSE: ORCL) spent two decades as a database giant before pivoting hard into cloud infrastructure. That shift accelerated dramatically after 2020, when hyperscale AI workloads ...

Did people complain – and by people, we mean Wall Street – as the world’s largest bookseller invested huge amounts of money ...

This creates an imbalance: the upside appears limited, while the downside risk increases if growth even modestly ...

Oracle Corporation (NYSE:ORCL) is one of the AI Stocks Analysts Are Watching Closely. On December 11, Stifel analyst Brad ...

Oracle Corporation is massively profitable, which limits risks for investors who are concerned about CapEx growth. Learn more ...

The world of bits moves fast. The world of atoms doesn’t. And data centers are where those two worlds collide.” ...

This correction signals a major change in market perception. The focus has shifted from praising Oracle’s ambition to ...