Oracle ended its fiscal third quarter with $553 billion in remaining purchase obligations -- up 325% year over year.
Oracle is behind the AI demand curve, but this could spell accelerating growth and significant upside for investors.
The OpenAI deal fallout exposes the fundamental danger of being the most leveraged player in a market where the chip cycle ...
Oracle has guided for tremendous revenue growth in its cloud infrastructure business over its next four fiscal years.
It's been crushed in the great software stock rout of 2026.
Oracle’s ORCL remaining performance obligations for the first quarter increased 359% to $455 billion, primarily due to expanding relationships with large language model providers. Management also ...
Oracle called recent news reports about Abilene's Stargate data center "false and incorrect" this week. Media reports ...
March 6 (Reuters) - Oracle and OpenAI have abandoned plans to expand a flagship artificial intelligence data center in Texas after negotiations dragged over financing and OpenAI's changing needs, ...
Let’s talk about Oracle’s successful and expanding investment in cloud infrastructure. The company just celebrated its 45th anniversary, beat Wall Street’s estimated revenue in its fiscal fourth ...
Oracle Corp. told investors that surging demand for artificial intelligence infrastructure will sustain its data center ...
March 5 (Reuters) - Enterprise software company Oracle is planning thousands of job cuts as it faces a cash crunch from a ...
Microsoft is in advanced talks to lease hundreds of megawatts of data center capacity at a closely watched artificial ...